Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,399
Closed -$1.66M 93
2025
Q1
$1.66M Buy
25,399
+708
+3% +$46.2K 0.86% 21
2024
Q4
$2.11M Sell
24,691
-945
-4% -$80.7K 1.09% 15
2024
Q3
$2M Sell
25,636
-1,496
-6% -$117K 1.02% 16
2024
Q2
$1.57M Buy
27,132
+2,045
+8% +$119K 0.83% 21
2024
Q1
$1.68M Sell
25,087
-304
-1% -$20.4K 0.88% 20
2023
Q4
$1.56M Buy
25,391
+12,810
+102% +$787K 0.85% 24
2023
Q3
$735K Sell
12,581
-40
-0.3% -$2.34K 0.44% 55
2023
Q2
$842K Buy
+12,621
New +$842K 0.47% 51