Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$878K Sell
2,080
-2,156
-51% -$910K 0.26% 82
2025
Q1
$1.82M Buy
4,236
+2,641
+166% +$1.13M 0.42% 61
2024
Q4
$774K Buy
1,595
+97
+6% +$47.1K 0.18% 92
2024
Q3
$744K Buy
1,498
+18
+1% +$8.94K 0.17% 99
2024
Q2
$881K Buy
1,480
+50
+3% +$29.8K 0.22% 81
2024
Q1
$817K Buy
1,430
+774
+118% +$442K 0.22% 85
2023
Q4
$338K Buy
+656
New +$338K 0.1% 125