Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
13,097
+991
+8% +$157K 0.82% 23
2025
Q1
$1.31M Sell
12,106
-293
-2% -$31.8K 0.54% 38
2024
Q4
$1.67M Buy
12,399
+1,080
+10% +$145K 0.66% 31
2024
Q3
$1.37M Buy
11,319
+54
+0.5% +$6.56K 0.54% 39
2024
Q2
$1.17M Buy
11,265
+4,085
+57% +$424K 0.51% 39
2024
Q1
$355K Hold
7,180
0.17% 104
2023
Q4
$355K Buy
+7,180
New +$355K 0.17% 104