Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
6,163
-3
-0% -$656 0.65% 27
2025
Q1
$862K Buy
6,166
+115
+2% +$16.1K 0.46% 36
2024
Q4
$1.01M Buy
6,051
+1,965
+48% +$327K 0.53% 32
2024
Q3
$696K Sell
4,086
-224
-5% -$38.2K 0.57% 34
2024
Q2
$609K Hold
4,310
0.54% 33
2024
Q1
$541K Hold
4,310
0.5% 35
2023
Q4
$454K Buy
+4,310
New +$454K 0.44% 41