Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
22,970
+1,234
+6% +$86.9K 0.62% 58
2025
Q1
$1.59M Buy
21,736
+4,455
+26% +$326K 0.66% 58
2024
Q4
$1.08M Buy
17,281
+2,222
+15% +$139K 0.45% 74
2024
Q3
$993K Sell
15,059
-47
-0.3% -$3.1K 0.41% 80
2024
Q2
$1.09M Buy
15,106
+3,278
+28% +$237K 0.47% 72
2024
Q1
$793K Buy
11,828
+5,244
+80% +$352K 0.35% 87
2023
Q4
$433K Buy
+6,584
New +$433K 0.21% 102