Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
11,324
+599
+6% +$77.6K 0.52% 46
2025
Q1
$1.29M Hold
10,725
0.68% 40
2024
Q4
$1.25M Sell
10,725
-150
-1% -$17.5K 0.75% 37
2024
Q3
$1.63M Sell
10,875
-750
-6% -$113K 1.27% 21
2024
Q2
$1.84M Hold
11,625
1.47% 18
2024
Q1
$2.3M Hold
11,625
1.96% 12
2023
Q4
$2.02M Buy
+11,625
New +$2.02M 1.92% 13