Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$442K Buy
1,706
+210
+14% +$54.4K 0.24% 71
2024
Q4
$605K Buy
1,496
+338
+29% +$137K 0.31% 57
2024
Q3
$303K Buy
+1,158
New +$303K 0.17% 93