Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$404K Buy
1,339
+99
+8% +$29.9K 0.23% 121
2024
Q4
$343K Buy
1,240
+100
+9% +$27.6K 0.2% 126
2024
Q3
$329K Buy
+1,140
New +$329K 0.23% 115