Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$422K Buy
446
+83
+23% +$78.5K 0.24% 118
2024
Q4
$333K Buy
363
+104
+40% +$95.3K 0.2% 134
2024
Q3
$230K Buy
+259
New +$230K 0.16% 143