Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
4,912
-5
-0.1% -$1.09K 0.39% 55
2025
Q1
$687K Buy
4,917
+74
+2% +$10.3K 0.27% 79
2024
Q4
$807K Buy
4,843
+1,508
+45% +$251K 0.31% 73
2024
Q3
$568K Sell
3,335
-24
-0.7% -$4.09K 0.24% 88
2024
Q2
$474K Buy
3,359
+60
+2% +$8.47K 0.22% 93
2024
Q1
$414K Buy
3,299
+471
+17% +$59.2K 0.2% 102
2023
Q4
$298K Buy
+2,828
New +$298K 0.18% 110