Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
9,570
+777
+9% +$154K 0.05% 164
2025
Q1
$1.8M Sell
8,793
-2,627
-23% -$539K 0.05% 150
2024
Q4
$2.63M Sell
11,420
-1,157
-9% -$267K 0.06% 125
2024
Q3
$3.5M Buy
12,577
+264
+2% +$73.5K 0.08% 115
2024
Q2
$3.08M Sell
12,313
-198
-2% -$49.5K 0.08% 114
2024
Q1
$3.13M Buy
12,511
+749
+6% +$187K 0.09% 115
2023
Q4
$2.72M Buy
+11,762
New +$2.72M 0.08% 106