Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$333K Sell
4,577
-232
-5% -$16.9K 0.19% 140
2024
Q4
$290K Buy
4,809
+1,550
+48% +$93.5K 0.17% 142
2024
Q3
$245K Buy
+3,259
New +$245K 0.17% 134