Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Hold
10,800
0.62% 31
2025
Q1
$1.86M Sell
10,800
-3,575
-25% -$615K 0.63% 29
2024
Q4
$2.59M Buy
14,375
+3,725
+35% +$671K 0.83% 23
2024
Q3
$1.83M Hold
10,650
0.53% 33
2024
Q2
$1.78M Buy
10,650
+2,150
+25% +$358K 0.6% 36
2024
Q1
$1.55M Buy
8,500
+650
+8% +$119K 0.55% 37
2023
Q4
$1.29M Buy
+7,850
New +$1.29M 0.43% 43