Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
11,910
+1,154
+11% +$106K 0.04% 396
2025
Q1
$950K Sell
10,756
-26,188
-71% -$2.31M 0.04% 392
2024
Q4
$3.42M Buy
36,944
+3,157
+9% +$292K 0.13% 188
2024
Q3
$3.13M Buy
33,787
+3,261
+11% +$302K 0.17% 156
2024
Q2
$2.29M Sell
30,526
-2,424
-7% -$182K 0.13% 179
2024
Q1
$2.84M Buy
+32,950
New +$2.84M 0.16% 158