Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
1,800
+400
+29% +$307K 1% 6
2025
Q1
$770K Sell
1,400
-50
-3% -$27.5K 0.83% 9
2024
Q4
$649K Hold
1,450
0.57% 7
2024
Q3
$534K Hold
1,450
0.37% 7
2024
Q2
$455K Hold
1,450
0.37% 8
2024
Q1
$383K Buy
1,450
+950
+190% +$251K 0.27% 7
2023
Q4
$94K Buy
+500
New +$94K 0.06% 6