Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Sell
31,247
-2,130
-6% -$199K 2.15% 14
2025
Q1
$2.43M Buy
33,377
+7,392
+28% +$539K 2.06% 14
2024
Q4
$1.57M Sell
25,985
-4,318
-14% -$260K 1.24% 22
2024
Q3
$2.28M Sell
30,303
-903
-3% -$67.9K 1.87% 15
2024
Q2
$2.27M Buy
31,206
+5,070
+19% +$368K 1.88% 14
2024
Q1
$1.61M Hold
26,136
1.53% 19
2023
Q4
$1.61M Buy
+26,136
New +$1.61M 1.53% 19