Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
637
+16
+3% +$2.52K 0.01% 256
2025
Q1
$109K Buy
621
+81
+15% +$14.3K 0.01% 249
2024
Q4
$106K Sell
540
-24,124
-98% -$4.74M 0.01% 244
2024
Q3
$6.24M Sell
24,664
-1,269
-5% -$321K 0.91% 38
2024
Q2
$5.48M Buy
25,933
+992
+4% +$210K 0.75% 42
2024
Q1
$6.31M Buy
24,941
+537
+2% +$136K 0.9% 38
2023
Q4
$5.65M Buy
24,404
+938
+4% +$217K 0.91% 37
2023
Q3
$4.62M Buy
23,466
+1,474
+7% +$290K 0.84% 39
2023
Q2
$4.94M Buy
+21,992
New +$4.94M 0.87% 38