Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Sell
29,656
-26,721
-47% -$2M 0.31% 63
2025
Q1
$4.57M Hold
56,377
0.82% 32
2024
Q4
$5.02M Sell
56,377
-3,293
-6% -$293K 0.87% 34
2024
Q3
$6.88M Buy
59,670
+26,472
+80% +$3.05M 1.19% 20
2024
Q2
$3.16M Sell
33,198
-910
-3% -$86.6K 0.58% 41
2024
Q1
$2.82M Hold
34,108
0.5% 46
2023
Q4
$3M Buy
+34,108
New +$3M 0.62% 38