Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.28M Buy
3,658
+475
+15% +$166K 0.72% 35
2024
Q4
$1.01M Buy
3,183
+732
+30% +$231K 0.59% 43
2024
Q3
$674K Buy
2,451
+547
+29% +$150K 0.47% 70
2024
Q2
$500K Buy
1,904
+549
+41% +$144K 0.41% 77
2024
Q1
$364K Buy
1,355
+10
+0.7% +$2.69K 0.35% 85
2023
Q4
$350K Buy
+1,345
New +$350K 0.35% 87