Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$826K Buy
9,457
+3,270
+53% +$286K 0.11% 142
2024
Q4
$619K Buy
6,187
+782
+14% +$78.3K 0.08% 155
2024
Q3
$460K Buy
5,405
+1,520
+39% +$129K 0.06% 182
2024
Q2
$317K Buy
+3,885
New +$317K 0.04% 207