Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$344K Buy
1,104
+14
+1% +$4.36K 0.3% 78
2024
Q4
$284K Sell
1,090
-13
-1% -$3.39K 0.25% 80
2024
Q3
$352K Buy
+1,103
New +$352K 0.29% 76