Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
3,615
-7,300
-67% -$2.82M 0.17% 62
2025
Q1
$4.85M Hold
10,915
0.58% 30
2024
Q4
$4.85M Buy
10,915
+7,300
+202% +$3.25M 0.58% 30
2024
Q3
$1.87M Sell
3,615
-4,800
-57% -$2.49M 0.23% 54
2024
Q2
$4.67M Hold
8,415
0.61% 31
2024
Q1
$4.24M Buy
8,415
+4,815
+134% +$2.43M 0.59% 33
2023
Q4
$2.15M Hold
3,600
0.49% 41
2023
Q3
$1.84M Buy
+3,600
New +$1.84M 0.48% 39