Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Sell
27,245
-1,522
-5% -$120K 0.08% 227
2025
Q1
$2.58M Buy
28,767
+566
+2% +$50.8K 0.1% 195
2024
Q4
$2.81M Buy
28,201
+1,161
+4% +$115K 0.1% 182
2024
Q3
$3.07M Sell
27,040
-5,286
-16% -$600K 0.1% 191
2024
Q2
$4M Buy
32,326
+30,390
+1,570% +$3.76M 0.14% 177
2024
Q1
$255K Buy
+1,936
New +$255K 0.17% 61
2023
Q3
Sell
-1,820
Closed -$210K 78
2023
Q2
$210K Buy
+1,820
New +$210K 0.15% 69