Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.91M Buy
105,740
+11,512
+12% +$208K 0.06% 306
2024
Q4
$1.46M Buy
94,228
+10,457
+12% +$162K 0.05% 336
2024
Q3
$1.3M Buy
83,771
+10,948
+15% +$170K 0.05% 332
2024
Q2
$1.01M Buy
72,823
+49,793
+216% +$690K 0.04% 367
2024
Q1
$323K Sell
23,030
-251
-1% -$3.52K 0.02% 533
2023
Q4
$313K Buy
23,281
+4,390
+23% +$59K 0.02% 520
2023
Q3
$242K Buy
+18,891
New +$242K 0.02% 560