Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
6,653
+620
+10% +$98K 0.67% 31
2025
Q1
$654K Buy
6,033
+280
+5% +$30.4K 0.45% 42
2024
Q4
$773K Buy
5,753
+1
+0% +$134 0.5% 37
2024
Q3
$699K Hold
5,752
0.47% 40
2024
Q2
$711K Buy
5,752
+192
+3% +$23.7K 0.52% 34
2024
Q1
$503K Buy
5,560
+330
+6% +$29.8K 0.38% 35
2023
Q4
$259K Hold
5,230
0.22% 45
2023
Q3
$228K Hold
5,230
0.22% 47
2023
Q2
$221K Buy
+5,230
New +$221K 0.22% 45
2022
Q2
Sell
-12,650
Closed -$345K 56
2022
Q1
$345K Buy
12,650
+2,690
+27% +$73.4K 0.27% 45
2021
Q4
$293K Buy
+9,960
New +$293K 0.2% 44