Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.07M Buy
19,055
+874
+5% +$94.7K 1.16% 18
2024
Q4
$2.44M Buy
18,181
+2,560
+16% +$344K 1.43% 17
2024
Q3
$1.9M Buy
15,621
+9,638
+161% +$1.17M 1.32% 17
2024
Q2
$739K Buy
5,983
+2,653
+80% +$328K 0.6% 51
2024
Q1
$288K Buy
+3,330
New +$288K 0.28% 98