Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$330K Buy
49,133
+16,894
+52% +$114K ﹤0.01% 1047
2024
Q4
$203K Buy
32,239
+460
+1% +$2.9K ﹤0.01% 1234
2024
Q3
$188K Buy
31,779
+4,054
+15% +$24K ﹤0.01% 1240
2024
Q2
$76.8K Buy
27,725
+388
+1% +$1.08K ﹤0.01% 1263
2024
Q1
$77.1K Hold
27,337
﹤0.01% 1244
2023
Q4
$119K Hold
27,337
﹤0.01% 1191
2023
Q3
$64.2K Buy
+27,337
New +$64.2K ﹤0.01% 1163