Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
1,260
+728
+137% +$975K 0.22% 62
2025
Q1
$496K Sell
532
-18
-3% -$16.8K 0.09% 155
2024
Q4
$490K Sell
550
-750
-58% -$668K 0.09% 137
2024
Q3
$922K Hold
1,300
0.19% 79
2024
Q2
$877K Sell
1,300
-698
-35% -$471K ﹤0.01% 100
2024
Q1
$1.21M Sell
1,998
-626
-24% -$380K 0.19% 87
2023
Q4
$1.28M Buy
+2,624
New +$1.28M 0.26% 68