Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Sell
4,195
-1,431
-25% -$503K 0.79% 31
2025
Q1
$1.78M Buy
5,626
+3,779
+205% +$1.2M 2.12% 7
2024
Q4
$623K Sell
1,847
-3,438
-65% -$1.16M 0.42% 69
2024
Q3
$1.68M Buy
5,285
+123
+2% +$39.2K 0.83% 18
2024
Q2
$1.66M Buy
5,162
+767
+17% +$247K 0.9% 17
2024
Q1
$1.53M Buy
+4,395
New +$1.53M 0.85% 24