Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$312K Buy
1,517
+13
+0.9% +$2.67K 0.03% 272
2024
Q4
$275K Buy
1,504
+22
+1% +$4.02K 0.02% 298
2024
Q3
$305K Buy
1,482
+14
+1% +$2.88K 0.03% 280
2024
Q2
$257K Buy
1,468
+56
+4% +$9.8K 0.03% 305
2024
Q1
$243K Sell
1,412
-8
-0.6% -$1.37K 0.02% 309
2023
Q4
$214K Buy
+1,420
New +$214K 0.02% 326