Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
3,226
+1,401
+77% +$682K 0.15% 153
2025
Q1
$1.12M Buy
1,825
+1,534
+527% +$944K 0.12% 256
2024
Q4
$154K Sell
291
-1,672
-85% -$886K 0.02% 961
2024
Q3
$1.18M Sell
1,963
-27
-1% -$16.2K 0.11% 303
2024
Q2
$1.08M Buy
1,990
+1,719
+634% +$933K 0.15% 229
2024
Q1
$174K Buy
+271
New +$174K 0.03% 679