Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
28,150
+5,000
+22% +$54.3K 0.3% 32
2025
Q1
$232K Sell
23,150
-2,500
-10% -$25.1K 0.22% 35
2024
Q4
$254K Hold
25,650
0.24% 34
2024
Q3
$271K Buy
25,650
+5,000
+24% +$52.8K 0.25% 32
2024
Q2
$259K Hold
20,650
0.24% 33
2024
Q1
$274K Hold
20,650
0.26% 30
2023
Q4
$252K Buy
20,650
+5,000
+32% +$61K 0.26% 30
2023
Q3
$194K Sell
15,650
-250
-2% -$3.11K 0.2% 33
2023
Q2
$241K Hold
15,900
0.25% 32
2023
Q1
$200K Hold
15,900
0.2% 33
2022
Q4
$185K Buy
+15,900
New +$185K 0.19% 33