Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Hold
18,660
0.47% 50
2025
Q1
$941K Sell
18,660
-5,972
-24% -$301K 0.48% 50
2024
Q4
$1.12M Buy
24,632
+3,366
+16% +$153K 0.56% 38
2024
Q3
$1.01M Buy
21,266
+427
+2% +$20.3K 0.52% 41
2024
Q2
$956K Buy
+20,839
New +$956K 0.53% 43