Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
3,806
-50
-1% -$14.7K 0.37% 33
2025
Q1
$959K Hold
3,856
0.37% 32
2024
Q4
$848K Sell
3,856
-3,464
-47% -$761K 0.31% 35
2024
Q3
$1.62M Buy
7,320
+6,583
+893% +$1.46M 0.64% 18
2024
Q2
$129K Hold
737
0.05% 132
2024
Q1
$140K Buy
737
+25
+4% +$4.75K 0.06% 143
2023
Q4
$116K Buy
+712
New +$116K 0.04% 221