Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$363K Buy
9,373
+7
+0.1% +$271 0.03% 250
2024
Q4
$317K Buy
9,366
+591
+7% +$20K 0.03% 273
2024
Q3
$359K Buy
8,775
+432
+5% +$17.7K 0.03% 241
2024
Q2
$321K Buy
8,343
+139
+2% +$5.35K 0.03% 258
2024
Q1
$352K Sell
8,204
-35
-0.4% -$1.5K 0.04% 242
2023
Q4
$305K Buy
8,239
+181
+2% +$6.71K 0.03% 252
2023
Q3
$292K Buy
+8,058
New +$292K 0.04% 245