Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
4,349
+970
+29% +$375K 0.59% 40
2025
Q1
$1.3M Buy
3,379
+214
+7% +$82.1K 0.68% 39
2024
Q4
$1.41M Buy
3,165
+880
+39% +$391K 0.85% 29
2024
Q3
$1.18M Hold
2,285
0.92% 31
2024
Q2
$1.27M Hold
2,285
1.01% 29
2024
Q1
$1.15M Hold
2,285
0.98% 34
2023
Q4
$1.36M Buy
+2,285
New +$1.36M 1.29% 26