Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$419K Buy
3,266
+452
+16% +$57.9K 0.01% 788
2024
Q4
$379K Buy
2,814
+531
+23% +$71.6K 0.01% 713
2024
Q3
$326K Buy
2,283
+91
+4% +$13K 0.01% 700
2024
Q2
$287K Buy
+2,192
New +$287K 0.01% 695