Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
6,970
+4
+0.1% +$1.34K 0.04% 394
2025
Q1
$1.97M Sell
6,966
-2,691
-28% -$761K 0.04% 414
2024
Q4
$3.13M Sell
9,657
-1,966
-17% -$637K 0.06% 308
2024
Q3
$805K Buy
11,623
+1,258
+12% +$87.1K 0.02% 627
2024
Q2
$863K Sell
10,365
-1,258
-11% -$105K 0.02% 610
2024
Q1
$805K Buy
11,623
+755
+7% +$52.3K 0.02% 627
2023
Q4
$433K Buy
10,868
+200
+2% +$7.97K 0.01% 778
2023
Q3
$426K Sell
10,668
-873
-8% -$34.9K 0.02% 725
2023
Q2
$297K Sell
11,541
-4,459
-28% -$115K 0.01% 795
2023
Q1
$252K Buy
+16,000
New +$252K 0.01% 833