Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
6,000
+500
+9% +$37.9K 0.99% 26
2025
Q1
$413K Sell
5,500
-500
-8% -$37.5K 1.08% 32
2024
Q4
$459K Buy
6,000
+2,500
+71% +$191K 1.02% 25
2024
Q3
$273K Buy
+3,500
New +$273K 0.58% 56
2024
Q1
Sell
-109
Closed -$7.97K 462
2023
Q4
$7.97K Buy
+109
New +$7.97K 0.02% 377
2023
Q3
Sell
-102
Closed -$7.57K 803
2023
Q2
$7.57K Buy
+102
New +$7.57K 0.01% 458