Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Sell
5,614
-707
-11% -$195K 0.58% 26
2025
Q1
$1.06M Buy
6,321
+389
+7% +$65.1K 0.42% 37
2024
Q4
$1.38M Sell
5,932
-405
-6% -$93.9K 0.56% 33
2024
Q3
$1.09M Buy
6,337
+337
+6% +$58.1K 0.43% 42
2024
Q2
$963K Buy
6,000
+540
+10% +$86.7K 0.39% 48
2024
Q1
$724K Buy
5,460
+5,410
+10,820% +$717K 0.3% 59
2023
Q4
$5.58K Hold
50
﹤0.01% 211
2023
Q3
$4.15K Buy
+50
New +$4.15K ﹤0.01% 227