Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.78M Buy
21,800
+13,688
+169% +$3M 2.49% 6
2025
Q1
$1.54M Hold
8,112
0.89% 14
2024
Q4
$1.78M Sell
8,112
-953
-11% -$209K 0.87% 12
2024
Q3
$1.69M Sell
9,065
-343
-4% -$63.9K 0.81% 14
2024
Q2
$1.82M Sell
9,408
-447
-5% -$86.4K 0.88% 14
2024
Q1
$1.78M Sell
9,855
-56
-0.6% -$10.1K 0.97% 13
2023
Q4
$1.51M Buy
+9,911
New +$1.51M 1.05% 17