Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
6,934
+848
+14% +$134K 0.02% 104
2025
Q1
$660K Sell
6,086
-1,450
-19% -$157K 0.01% 123
2024
Q4
$1.01M Buy
7,536
+212
+3% +$28.5K 0.02% 105
2024
Q3
$889K Buy
7,324
+924
+14% +$112K 0.02% 112
2024
Q2
$791K Buy
6,400
+400
+7% +$49.4K 0.02% 113
2024
Q1
$542K Hold
6,000
0.01% 122
2023
Q4
$297K Hold
6,000
0.01% 150
2023
Q3
$261K Hold
6,000
0.01% 145
2023
Q2
$254K Buy
+6,000
New +$254K 0.01% 151