Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$427K Buy
4,755
+535
+13% +$48K 0.24% 114
2024
Q4
$420K Buy
4,220
+485
+13% +$48.2K 0.25% 109
2024
Q3
$424K Buy
3,735
+1,803
+93% +$205K 0.3% 95
2024
Q2
$239K Buy
+1,932
New +$239K 0.19% 120