Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
16,781
+1,530
+10% +$196K 2.7% 8
2025
Q1
$1.1M Sell
15,251
-5,075
-25% -$366K 1.57% 33
2024
Q4
$2.31M Buy
20,326
+961
+5% +$109K 2.95% 5
2024
Q3
$1.93M Buy
19,365
+4,145
+27% +$412K 2.32% 12
2024
Q2
$1.32M Buy
+15,220
New +$1.32M 1.79% 23