Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$363K Buy
2,745
+86
+3% +$11.4K 0.03% 252
2024
Q4
$225K Buy
2,659
+53
+2% +$4.49K 0.02% 339
2024
Q3
$277K Buy
+2,606
New +$277K 0.03% 304
2024
Q1
Sell
-2,764
Closed -$214K 399
2023
Q4
$214K Sell
2,764
-49
-2% -$3.8K 0.02% 325
2023
Q3
$244K Buy
+2,813
New +$244K 0.03% 282