Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$248K Buy
2,073
+269
+15% +$32.1K 0.02% 321
2024
Q4
$237K Buy
+1,804
New +$237K 0.02% 330
2024
Q3
Sell
-1,558
Closed -$236K 416
2024
Q2
$236K Buy
1,558
+249
+19% +$37.8K 0.02% 314
2024
Q1
$216K Buy
+1,309
New +$216K 0.02% 327