Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Sell
95,176
-3,400
-3% -$88.5K 1.52% 16
2025
Q1
$2.5M Sell
98,576
-1,500
-1% -$38.1K 1.7% 15
2024
Q4
$2.12M Buy
100,076
+101
+0.1% +$2.14K 1.42% 17
2024
Q3
$1.93M Sell
99,975
-15,000
-13% -$290K 1.31% 17
2024
Q2
$1.95M Sell
114,975
-4,800
-4% -$81.6K 1.36% 18
2024
Q1
$2.05M Sell
119,775
-12,300
-9% -$211K 1.4% 15
2023
Q4
$2.5M Buy
+132,075
New +$2.5M 1.87% 12