Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
1,152
+183
+19% +$58.1K 0.08% 134
2025
Q1
$251K Sell
969
-16,581
-94% -$4.3M 0.06% 151
2024
Q4
$7.09M Hold
17,550
1.89% 16
2024
Q3
$4.59M Sell
17,550
-656
-4% -$172K 1.33% 26
2024
Q2
$3.6M Sell
18,206
-4,867
-21% -$963K 1.27% 28
2024
Q1
$4.06M Buy
+23,073
New +$4.06M 1.64% 17