Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$927K Buy
4,089
+748
+22% +$170K 0.03% 492
2024
Q4
$687K Sell
3,341
-117
-3% -$24.1K 0.02% 519
2024
Q3
$839K Buy
+3,458
New +$839K 0.03% 434
2024
Q1
Sell
-1,004
Closed -$221K 748
2023
Q4
$221K Sell
1,004
-45
-4% -$9.9K 0.01% 626
2023
Q3
$230K Buy
1,049
+42
+4% +$9.22K 0.02% 573
2023
Q2
$227K Buy
+1,007
New +$227K 0.02% 582