Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$513K Buy
3,495
+50
+1% +$7.34K 0.29% 93
2024
Q4
$445K Buy
3,445
+65
+2% +$8.39K 0.26% 104
2024
Q3
$462K Sell
3,380
-698
-17% -$95.4K 0.32% 90
2024
Q2
$417K Sell
4,078
-3,818
-48% -$390K 0.34% 87
2024
Q1
$637K Sell
7,896
-17
-0.2% -$1.37K 0.62% 61
2023
Q4
$723K Buy
+7,913
New +$723K 0.72% 52