Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
4,914
-510
-9% -$142K 0.64% 36
2025
Q1
$1.69M Sell
5,424
-431
-7% -$134K 0.85% 29
2024
Q4
$1.53M Sell
5,855
-980
-14% -$255K 0.74% 29
2024
Q3
$2.2M Buy
6,835
+105
+2% +$33.8K 1.06% 22
2024
Q2
$2.1M Hold
6,730
1.05% 22
2024
Q1
$1.91M Buy
6,730
+100
+2% +$28.4K 1.03% 26
2023
Q4
$1.91M Buy
+6,630
New +$1.91M 1.13% 25