Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.93M Buy
48,120
+338
+0.7% +$62.7K 0.29% 68
2025
Q1
$10M Sell
47,782
-33
-0.1% -$6.91K 0.41% 58
2024
Q4
$8.49M Buy
47,815
+1,755
+4% +$312K 0.05% 59
2024
Q3
$9.09M Sell
46,060
-1,430
-3% -$282K 0.38% 53
2024
Q2
$8.15M Sell
47,490
-3,780
-7% -$648K 0.41% 52
2024
Q1
$9.33M Buy
+51,270
New +$9.33M 0.44% 52