Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$301K Buy
4,103
+52
+1% +$3.81K 0.02% 201
2024
Q4
$254K Sell
4,051
-247
-6% -$15.5K 0.01% 216
2024
Q3
$283K Buy
+4,298
New +$283K 0.02% 205