Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.34M Sell
20,674
-1,439
-7% -$232K 0.08% 293
2025
Q1
$2.36M Buy
22,113
+17,263
+356% +$1.84M 0.03% 570
2024
Q4
$598K Sell
4,850
-2,808
-37% -$346K 0.01% 1166
2024
Q3
$1.1M Sell
7,658
-3,676
-32% -$526K 0.01% 868
2024
Q2
$1.85M Buy
11,334
+1,675
+17% +$274K 0.02% 648
2024
Q1
$1.21M Buy
9,659
+813
+9% +$102K 0.01% 829
2023
Q4
$665K Buy
+8,846
New +$665K 0.01% 1055