Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
5,728
+1,919
+50% +$421K 1.07% 26
2025
Q1
$732K Buy
3,809
+714
+23% +$137K 0.72% 39
2024
Q4
$679K Buy
3,095
+85
+3% +$18.6K 0.65% 39
2024
Q3
$561K Sell
3,010
-402
-12% -$74.9K 0.52% 52
2024
Q2
$659K Buy
3,412
+762
+29% +$147K 0.61% 40
2024
Q1
$403K Hold
2,650
0.46% 54
2023
Q4
$403K Buy
+2,650
New +$403K 0.46% 54