Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
4,173
+172
+4% +$50.7K 0.17% 91
2025
Q1
$995K Buy
4,001
+16
+0.4% +$3.98K 0.15% 103
2024
Q4
$876K Buy
3,985
+123
+3% +$27K 0.13% 114
2024
Q3
$854K Sell
3,862
-23
-0.6% -$5.09K 0.13% 115
2024
Q2
$672K Buy
3,885
+243
+7% +$42K 0.11% 122
2024
Q1
$688K Buy
3,642
+639
+21% +$121K 0.11% 122
2023
Q4
$491K Buy
+3,003
New +$491K 0.09% 135