Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.86M Sell
24,423
-983
-4% -$155K 1.19% 18
2025
Q1
$2.75M Buy
25,406
+428
+2% +$46.4K 0.86% 23
2024
Q4
$3.35M Buy
+24,978
New +$3.35M 1.03% 20
2024
Q2
$3.14M Sell
25,442
-3,538
-12% -$437K 1% 20
2024
Q1
$2.62M Buy
28,980
+150
+0.5% +$13.6K 0.8% 23
2023
Q4
$1.43M Buy
28,830
+2,090
+8% +$104K 0.46% 47
2023
Q3
$1.16M Hold
26,740
0.41% 47
2023
Q2
$1.09M Buy
+26,740
New +$1.09M 0.36% 50
2019
Q3
$3.05M Buy
+1,005,240
New +$3.05M 0.92% 20