Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08M Buy
+10,000
New +$4.08M 7.41% 4
2025
Q1
Sell
-19,763
Closed -$8.28M 8
2024
Q4
$8.28M Buy
19,763
+4,200
+27% +$1.76M 22.03% 3
2024
Q3
$6.67M Sell
15,563
-10,300
-40% -$4.41M 13.2% 4
2024
Q2
$9.45M Hold
25,863
9.92% 4
2024
Q1
$10.7M Buy
+25,863
New +$10.7M 12.71% 2
2023
Q4
Sell
-34,452
Closed -$10.8M 10
2023
Q3
$10.8M Buy
+34,452
New +$10.8M 5.69% 10