Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.41M Buy
4,452
+73
+2% +$72.3K 1.65% 14
2025
Q1
$4.14M Buy
4,379
+1,527
+54% +$1.44M 1.83% 13
2024
Q4
$2.61M Sell
2,852
-943
-25% -$864K 1.59% 17
2024
Q3
$3.36M Buy
+3,795
New +$3.36M 1.85% 14