Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99M Buy
18,914
+615
+3% +$97.2K 0.77% 20
2025
Q1
$1.98M Buy
18,299
+151
+0.8% +$16.4K 0.56% 21
2024
Q4
$2.44M Buy
18,148
+622
+4% +$83.5K 0.67% 21
2024
Q3
$2.13M Buy
17,526
+150
+0.9% +$18.2K 0.63% 17
2024
Q2
$2.15M Buy
17,376
+636
+4% +$78.6K 0.68% 18
2024
Q1
$1.51M Sell
16,740
-1,150
-6% -$104K 0.49% 23
2023
Q4
$886K Buy
17,890
+130
+0.7% +$6.44K 0.3% 29
2023
Q3
$773K Buy
+17,760
New +$773K 0.31% 24