Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$845K Buy
2,713
+58
+2% +$18.1K 0.48% 58
2024
Q4
$692K Buy
2,655
+1,059
+66% +$276K 0.41% 70
2024
Q3
$514K Buy
1,596
+299
+23% +$96.3K 0.36% 85
2024
Q2
$405K Buy
1,297
+83
+7% +$25.9K 0.33% 88
2024
Q1
$333K Sell
1,214
-30
-2% -$8.22K 0.32% 90
2023
Q4
$358K Buy
+1,244
New +$358K 0.36% 84