Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.99M Buy
10,451
+782
+8% +$149K 1.12% 20
2024
Q4
$2.12M Buy
9,669
+1,860
+24% +$408K 1.25% 20
2024
Q3
$1.46M Buy
7,809
+1,406
+22% +$262K 1.01% 23
2024
Q2
$1.24M Sell
6,403
-1,249
-16% -$241K 1% 26
2024
Q1
$1.34M Buy
7,652
+96
+1% +$16.8K 1.3% 20
2023
Q4
$1.15M Buy
+7,556
New +$1.15M 1.15% 22