Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Buy
14,812
+152
+1% +$24K 1.34% 19
2025
Q1
$1.59M Sell
14,660
-1,215
-8% -$132K 0.99% 23
2024
Q4
$2.13M Sell
15,875
-1,498
-9% -$201K 1.32% 19
2024
Q3
$2.11M Buy
17,373
+992
+6% +$120K 1.3% 19
2024
Q2
$2.02M Buy
16,381
+2,201
+16% +$272K 1.33% 17
2024
Q1
$1.28M Buy
14,180
+620
+5% +$56K 0.88% 30
2023
Q4
$672K Buy
13,560
+140
+1% +$6.93K 0.5% 49
2023
Q3
$584K Buy
13,420
+7,410
+123% +$322K 0.48% 50
2023
Q2
$254K Buy
+6,010
New +$254K 0.2% 94