Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$589K Buy
5,900
+1,659
+39% +$166K 0.02% 652
2024
Q4
$464K Sell
4,241
-107
-2% -$11.7K 0.02% 646
2024
Q3
$500K Sell
4,348
-139
-3% -$16K 0.02% 570
2024
Q2
$448K Buy
+4,487
New +$448K 0.02% 560