Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.14M Sell
17,042
-1,250
-7% -$230K 0.01% 548
2024
Q4
$3.6M Buy
18,292
+3,184
+21% +$627K 0.01% 556
2024
Q3
$3.15M Buy
15,108
+1,608
+12% +$335K 0.01% 443
2024
Q2
$3.17M Buy
+13,500
New +$3.17M 0.02% 422