Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$393K Buy
5,242
+1,020
+24% +$76.5K 0.22% 126
2024
Q4
$323K Buy
4,222
+859
+26% +$65.7K 0.19% 137
2024
Q3
$263K Buy
+3,363
New +$263K 0.18% 129