Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$513K Buy
1,200
+21
+2% +$8.99K 0.04% 189
2024
Q4
$501K Buy
1,179
+191
+19% +$81.1K 0.04% 194
2024
Q3
$464K Buy
988
+74
+8% +$34.8K 0.04% 211
2024
Q2
$373K Buy
914
+170
+23% +$69.4K 0.04% 238
2024
Q1
$324K Buy
+744
New +$324K 0.03% 256