Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
3,727
+218
+6% +$89K 1.39% 21
2025
Q1
$1.16M Sell
3,509
-109
-3% -$36.1K 1.3% 18
2024
Q4
$1.52M Sell
3,618
-395
-10% -$165K 1.35% 12
2024
Q3
$1.72M Sell
4,013
-140
-3% -$60K 1.52% 18
2024
Q2
$1.52M Hold
4,153
1.26% 27
2024
Q1
$1.72M Buy
4,153
+218
+6% +$90.5K 1.35% 18
2023
Q4
$1.29M Buy
+3,935
New +$1.29M 1.16% 32