Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.35M Buy
104,435
+59
+0.1% +$4.15K 2.24% 28
2025
Q1
$7.63M Buy
104,376
+26,174
+33% +$1.91M 2.33% 29
2024
Q4
$4.9M Sell
78,202
-113
-0.1% -$7.08K 1.68% 28
2024
Q3
$5.16M Buy
78,315
+42,704
+120% +$2.82M 1.73% 29
2024
Q2
$2.57M Buy
35,611
+12,752
+56% +$920K 1.07% 28
2024
Q1
$1.53M Buy
22,859
+938
+4% +$62.9K 0.84% 23
2023
Q4
$1.44M Buy
+21,921
New +$1.44M 0.92% 21