Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
29,580
-8,913
-23% -$628K 0.08% 181
2025
Q1
$2.82M Buy
38,493
+13,602
+55% +$997K 0.13% 127
2024
Q4
$1.56M Sell
24,891
-1,671
-6% -$105K 0.08% 186
2024
Q3
$1.75M Sell
26,562
-2,139
-7% -$141K 0.11% 151
2024
Q2
$2.07M Buy
28,701
+6,861
+31% +$495K 0.15% 117
2024
Q1
$1.46M Buy
21,840
+2,662
+14% +$178K 0.14% 140
2023
Q4
$1.26M Buy
19,178
+15,344
+400% +$1.01M 0.17% 115
2023
Q3
$247K Buy
+3,834
New +$247K 0.08% 284