Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
8,830
-140
-2% -$18.5K 0.62% 42
2025
Q1
$1.34M Buy
8,970
+5,400
+151% +$810K 0.8% 37
2024
Q4
$543K Hold
3,570
0.34% 63
2024
Q3
$607K Sell
3,570
-25
-0.7% -$4.25K 0.4% 60
2024
Q2
$593K Buy
3,595
+50
+1% +$8.25K 0.44% 55
2024
Q1
$620K Sell
3,545
-29
-0.8% -$5.08K 0.48% 54
2023
Q4
$607K Buy
+3,574
New +$607K 0.5% 53