Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
6,943
-861
-11% -$274K 1.34% 11
2025
Q1
$2.02M Hold
7,804
1.3% 12
2024
Q4
$3.15M Buy
7,804
+436
+6% +$176K 1.82% 9
2024
Q3
$1.93M Buy
7,368
+2,483
+51% +$650K 1.24% 12
2024
Q2
$967K Buy
+4,885
New +$967K 0.58% 23