Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$704K Buy
2,889
+44
+2% +$10.7K 0.61% 52
2024
Q4
$803K Sell
2,845
-56
-2% -$15.8K 0.69% 44
2024
Q3
$799K Buy
+2,901
New +$799K 0.67% 49