Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$253K Sell
89,075
-27,653
-24% -$78.5K 0.01% 932
2024
Q4
$336K Buy
116,728
+11,715
+11% +$33.7K 0.01% 757
2024
Q3
$368K Buy
105,013
+64,923
+162% +$227K 0.01% 657
2024
Q2
$132K Buy
+40,090
New +$132K 0.01% 819