Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
6,913
+1,088
+19% +$246K 1.05% 30
2025
Q1
$967K Hold
5,825
0.66% 47
2024
Q4
$1.15M Sell
5,825
-490
-8% -$96.8K 0.8% 36
2024
Q3
$1.1M Sell
6,315
-1,325
-17% -$230K 0.74% 39
2024
Q2
$1.33M Sell
7,640
-815
-10% -$142K 1.04% 33
2024
Q1
$1.15M Sell
8,455
-625
-7% -$85K 0.9% 34
2023
Q4
$944K Sell
9,080
-765
-8% -$79.6K 0.76% 40
2023
Q3
$856K Buy
+9,845
New +$856K 0.73% 40