Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
10,621
+7,032
+196% +$1.21M 0.04% 98
2025
Q1
$556K Sell
3,589
-336
-9% -$52.1K 0.01% 136
2024
Q4
$722K Buy
3,925
+55
+1% +$10.1K 0.02% 122
2024
Q3
$699K Buy
3,870
+807
+26% +$146K 0.02% 112
2024
Q2
$556K Sell
3,063
-274
-8% -$49.8K 0.01% 117
2024
Q1
$630K Buy
3,337
+113
+4% +$21.4K 0.02% 122
2023
Q4
$564K Sell
3,224
-358
-10% -$62.6K 0.02% 174
2023
Q3
$507K Buy
3,582
+530
+17% +$75.1K 0.02% 170
2023
Q2
$434K Buy
+3,052
New +$434K 0.01% 189