Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Hold
1,750
0.11% 94
2025
Q1
$1.19M Hold
1,750
0.1% 106
2024
Q4
$1.1M Sell
1,750
-60
-3% -$37.8K 0.1% 107
2024
Q3
$1.4M Buy
1,810
+125
+7% +$96.8K 0.15% 94
2024
Q2
$1.39M Sell
1,685
-1,140
-40% -$940K 0.14% 88
2024
Q1
$1.97M Buy
2,825
+75
+3% +$52.4K 0.35% 54
2023
Q4
$1.6M Sell
2,750
-400
-13% -$233K 0.31% 59
2023
Q3
$1.44M Buy
3,150
+800
+34% +$367K 0.28% 64
2023
Q2
$1.14M Buy
2,350
+999
+74% +$485K 0.26% 62
2023
Q1
$539K Sell
1,351
-263
-16% -$105K 0.12% 82
2022
Q4
$613K Buy
+1,614
New +$613K 0.15% 89