Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
23,923
-47,750
-67% -$5.42M 1.41% 9
2025
Q1
$9.48M Buy
71,673
+16,000
+29% +$2.12M 5.48% 4
2024
Q4
$4.72M Sell
55,673
-13,340
-19% -$1.13M 2.32% 6
2024
Q3
$7.32M Buy
69,013
+23,000
+50% +$2.44M 3.51% 5
2024
Q2
$3.31M Sell
46,013
-3,011
-6% -$217K 1.61% 8
2024
Q1
$3.55M Sell
49,024
-28
-0.1% -$2.03K 1.94% 8
2023
Q4
$3.8M Buy
+49,052
New +$3.8M 2.66% 9