Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.25M Buy
10,980
+3,515
+47% +$1.36M 1.43% 27
2025
Q1
$2.86M Sell
7,465
-200
-3% -$76.7K 1.05% 36
2024
Q4
$3.41M Buy
7,665
+260
+4% +$116K 1.2% 34
2024
Q3
$3.83M Hold
7,405
1.37% 33
2024
Q2
$4.11M Buy
7,405
+5,193
+235% +$2.88M 1.56% 26
2024
Q1
$1.12M Hold
2,212
0.66% 36
2023
Q4
$1.32M Buy
+2,212
New +$1.32M 0.96% 29