Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$505K Buy
2,412
+294
+14% +$61.6K 0.28% 96
2024
Q4
$376K Buy
2,118
+102
+5% +$18.1K 0.22% 119
2024
Q3
$398K Buy
2,016
+689
+52% +$136K 0.28% 101
2024
Q2
$228K Sell
1,327
-141
-10% -$24.2K 0.18% 128
2024
Q1
$239K Buy
+1,468
New +$239K 0.23% 107