Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
7,635
+930
+14% +$73.6K 0.35% 91
2025
Q1
$602K Sell
6,705
-5,788
-46% -$520K 0.39% 82
2024
Q4
$1.24M Sell
12,493
-292
-2% -$29K 0.79% 42
2024
Q3
$1.45M Sell
12,785
-825
-6% -$93.7K 0.94% 30
2024
Q2
$1.68M Buy
13,610
+308
+2% +$38.1K 1.2% 17
2024
Q1
$1.76M Hold
13,302
1.3% 16
2023
Q4
$1.45M Buy
+13,302
New +$1.45M 1.33% 23