Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
6,450
+2,050
+47% +$324K 0.35% 20
2025
Q1
$483K Sell
4,400
-10,003
-69% -$1.1M 0.19% 25
2024
Q4
$1.93M Sell
14,403
-10
-0.1% -$1.34K 0.71% 14
2024
Q3
$1.75M Buy
14,413
+350
+2% +$42.5K 0.58% 15
2024
Q2
$1.74M Buy
14,063
+13
+0.1% +$1.61K 0.59% 15
2024
Q1
$1.27M Buy
14,050
+4,050
+41% +$366K 0.43% 15
2023
Q4
$495K Hold
10,000
0.17% 24
2023
Q3
$435K Hold
10,000
0.16% 24
2023
Q2
$423K Sell
10,000
-10,000
-50% -$423K 0.15% 28
2023
Q1
$556K Buy
+20,000
New +$556K 0.19% 24