Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$539K Sell
5,073
-644
-11% -$68.4K 0.3% 86
2024
Q4
$626K Sell
5,717
-70
-1% -$7.67K 0.37% 79
2024
Q3
$838K Buy
5,787
+1,081
+23% +$157K 0.58% 45
2024
Q2
$687K Buy
4,706
+666
+16% +$97.2K 0.56% 60
2024
Q1
$502K Buy
+4,040
New +$502K 0.49% 75