Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.29M Buy
53,922
+8,540
+19% +$205K 0.04% 389
2024
Q4
$969K Buy
45,382
+10,191
+29% +$218K 0.03% 430
2024
Q3
$814K Sell
35,191
-9,607
-21% -$222K 0.03% 444
2024
Q2
$814K Buy
44,798
+1,409
+3% +$25.6K 0.03% 422
2024
Q1
$931K Buy
43,389
+905
+2% +$19.4K 0.05% 257
2023
Q4
$915K Buy
42,484
+28,805
+211% +$620K 0.06% 254
2023
Q3
$275K Buy
+13,679
New +$275K 0.02% 518