Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$571K Buy
6,361
+11
+0.2% +$987 0.49% 58
2024
Q4
$635K Sell
6,350
-952
-13% -$95.2K 0.55% 57
2024
Q3
$742K Buy
+7,302
New +$742K 0.62% 54