Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.94M Buy
11,109
+53
+0.5% +$18.8K 0.77% 20
2025
Q1
$3.87M Buy
11,056
+662
+6% +$232K 0.82% 18
2024
Q4
$3.28M Buy
10,394
+613
+6% +$194K 0.69% 22
2024
Q3
$2.69M Hold
9,781
0.59% 21
2024
Q2
$2.57M Buy
9,781
+247
+3% +$64.8K 0.6% 24
2024
Q1
$2.66M Sell
9,534
-123
-1% -$34.3K 0.68% 21
2023
Q4
$2.51M Sell
9,657
-2,931
-23% -$763K 0.7% 19
2023
Q3
$2.9M Buy
+12,588
New +$2.9M 1.19% 21