Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Sell
11,171
-13,475
-55% -$1.07M 0.74% 38
2025
Q1
$2.21M Buy
24,646
+10,923
+80% +$980K 1.04% 37
2024
Q4
$1.37M Buy
13,723
+1,061
+8% +$106K 0.63% 45
2024
Q3
$1.44M Buy
12,662
+508
+4% +$57.7K 0.95% 46
2024
Q2
$1.5M Buy
12,154
+154
+1% +$19.1K 1.05% 34
2024
Q1
$1.58M Hold
12,000
1.15% 31
2023
Q4
$1.32M Buy
+12,000
New +$1.32M 1.09% 41