Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
1,050
+288
+38% +$386K 1.28% 25
2025
Q1
$711K Sell
762
-1,423
-65% -$1.33M 0.7% 39
2024
Q4
$1.95M Buy
2,185
+24
+1% +$21.4K 1.29% 22
2024
Q3
$1.79M Buy
2,161
+1,981
+1,101% +$1.65M 1.12% 32
2024
Q2
$121K Sell
180
-1
-0.6% -$675 0.09% 148
2024
Q1
$110K Hold
181
0.08% 152
2023
Q4
$88.1K Buy
+181
New +$88.1K 0.07% 150