Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$733K Buy
3,235
+35
+1% +$7.93K 0.45% 51
2025
Q1
$531K Sell
3,200
-11,000
-77% -$1.83M 0.36% 68
2024
Q4
$2.8M Buy
14,200
+7,100
+100% +$1.4M 0.9% 30
2024
Q3
$1.23M Sell
7,100
-90
-1% -$15.6K 0.77% 28
2024
Q2
$1.25M Sell
7,190
-1,050
-13% -$183K 0.8% 30
2024
Q1
$1.12M Hold
8,240
0.67% 34
2023
Q4
$857K Buy
+8,240
New +$857K 0.6% 37