Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Sell
15,733
-618
-4% -$100K 1.3% 19
2025
Q1
$1.75M Buy
16,351
+400
+3% +$42.7K 0.94% 26
2024
Q4
$1.97M Buy
15,951
+545
+4% +$67.2K 0.96% 24
2024
Q3
$2.2M Buy
15,406
+3,889
+34% +$556K 1.09% 23
2024
Q2
$1.88M Buy
11,517
+2,895
+34% +$474K 0.92% 22
2024
Q1
$1.08M Buy
8,622
+3,565
+70% +$446K 0.61% 39
2023
Q4
$380K Buy
+5,057
New +$380K 0.24% 93