Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$235K Buy
1,005
+39
+4% +$9.11K 0.02% 337
2024
Q4
$249K Buy
966
+41
+4% +$10.6K 0.02% 322
2024
Q3
$226K Buy
+925
New +$226K 0.02% 337
2024
Q2
Sell
-823
Closed -$224K 411
2024
Q1
$224K Buy
823
+73
+10% +$19.9K 0.02% 320
2023
Q4
$207K Buy
+750
New +$207K 0.02% 330