Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Buy
8,289
+750
+10% +$268K 0.74% 40
2025
Q1
$2.05M Buy
7,539
+18
+0.2% +$4.89K 0.54% 55
2024
Q4
$2.5M Sell
7,521
-247
-3% -$82K 0.64% 46
2024
Q3
$2.57M Buy
7,768
+468
+6% +$155K 0.65% 47
2024
Q2
$2.29M Buy
7,300
+106
+1% +$33.2K 0.6% 45
2024
Q1
$2.25M Buy
7,194
+694
+11% +$217K 0.59% 47
2023
Q4
$1.57M Buy
6,500
+5,900
+983% +$1.42M 0.44% 66
2023
Q3
$128K Hold
600
0.04% 220
2023
Q2
$121K Hold
600
0.03% 233
2023
Q1
$103K Sell
600
-91
-13% -$15.6K 0.03% 245
2022
Q4
$108K Sell
691
-825
-54% -$129K 0.03% 246
2022
Q3
$202K Hold
1,516
0.06% 185
2022
Q2
$191K Hold
1,516
0.06% 194
2022
Q1
$230K Hold
1,516
0.06% 193
2021
Q4
$262K Buy
1,516
+1
+0.1% +$173 0.06% 183
2021
Q3
$224K Hold
1,515
0.06% 179
2021
Q2
$224K Buy
+1,515
New +$224K 0.06% 179