Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Sell
5,777
-4,298
-43% -$408K 0.21% 110
2025
Q1
$889K Hold
10,075
0.36% 96
2024
Q4
$954K Sell
10,075
-250
-2% -$23.7K 0.32% 96
2024
Q3
$1.13M Sell
10,325
-5,000
-33% -$546K 0.39% 90
2024
Q2
$1.75M Buy
15,325
+9,535
+165% +$1.09M 0.64% 63
2024
Q1
$839K Sell
5,790
-2,210
-28% -$320K 0.27% 95
2023
Q4
$1.13M Hold
8,000
0.36% 102
2023
Q3
$1.07M Buy
+8,000
New +$1.07M 0.37% 95