Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
5,000
+1,000
+25% +$74.2K 0.08% 110
2025
Q1
$165K Sell
4,000
-6,050
-60% -$250K 0.03% 143
2024
Q4
$516K Buy
10,050
+820
+9% +$42.1K 0.13% 65
2024
Q3
$441K Buy
9,230
+1,410
+18% +$67.4K 0.11% 65
2024
Q2
$385K Sell
7,820
-1,790
-19% -$88.1K 0.11% 69
2024
Q1
$416K Buy
9,610
+1,760
+22% +$76.2K 0.11% 69
2023
Q4
$338K Buy
7,850
+1,000
+15% +$43.1K 0.1% 71
2023
Q3
$272K Buy
+6,850
New +$272K 0.09% 77