Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,000
Closed -$1.23M 182
2025
Q1
$1.23M Buy
7,000
+137
+2% +$24.2K 0.34% 139
2024
Q4
$1.35M Buy
6,863
+1,672
+32% +$329K 0.38% 108
2024
Q3
$1.23M Buy
+5,191
New +$1.23M 0.33% 166
2023
Q3
Sell
-5,870
Closed -$1.32M 425
2023
Q2
$1.32M Buy
+5,870
New +$1.32M 0.35% 91