Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$689K Sell
9,648
-5,000
-34% -$357K 0.24% 99
2025
Q1
$936K Buy
14,648
+1,400
+11% +$89.5K 0.36% 69
2024
Q4
$1.01M Sell
13,248
-1,100
-8% -$83.7K 0.37% 59
2024
Q3
$1.27M Buy
14,348
+11,650
+432% +$1.03M 0.48% 49
2024
Q2
$204K Buy
2,698
+350
+15% +$26.5K 0.08% 146
2024
Q1
$222K Buy
+2,348
New +$222K 0.09% 147