Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$417K Sell
26,160
-617
-2% -$9.84K 0.23% 119
2024
Q4
$507K Buy
26,777
+258
+1% +$4.89K 0.3% 92
2024
Q3
$410K Buy
26,519
+2,566
+11% +$39.6K 0.29% 99
2024
Q2
$336K Buy
+23,953
New +$336K 0.27% 99