Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
+1,750
New +$1.57M 0.11% 110
2025
Q1
Sell
-1,300
Closed -$819K 184
2024
Q4
$819K Buy
1,300
+200
+18% +$126K 0.06% 135
2024
Q3
$852K Buy
1,100
+100
+10% +$77.4K 0.06% 143
2024
Q2
$825K Sell
1,000
-500
-33% -$412K 0.06% 140
2024
Q1
$1.05M Sell
1,500
-881
-37% -$615K 0.08% 124
2023
Q4
$1.37M Buy
2,381
+750
+46% +$431K 0.13% 109
2023
Q3
$748K Buy
+1,631
New +$748K 0.07% 129