Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Sell
6,631
-231
-3% -$73.4K 0.66% 29
2025
Q1
$1.78M Buy
6,862
+2,734
+66% +$709K 0.66% 24
2024
Q4
$1.67M Sell
4,128
-3
-0.1% -$1.21K 0.63% 24
2024
Q3
$1.29M Buy
4,131
+644
+18% +$200K 0.46% 31
2024
Q2
$859K Buy
3,487
+404
+13% +$99.5K 0.36% 31
2024
Q1
$519K Buy
3,083
+1,816
+143% +$306K 0.23% 45
2023
Q4
$238K Buy
1,267
+141
+13% +$26.5K 0.12% 89
2023
Q3
$252K Buy
1,126
+145
+15% +$32.4K 0.16% 63
2023
Q2
$257K Buy
+981
New +$257K 0.18% 53