Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
3,493
+61
+2% +$21.7K 0.33% 57
2025
Q1
$1.2M Buy
3,432
+121
+4% +$42.4K 0.35% 49
2024
Q4
$1.05M Sell
3,311
-1
-0% -$316 0.33% 58
2024
Q3
$911K Sell
3,312
-14
-0.4% -$3.85K 0.3% 58
2024
Q2
$873K Sell
3,326
-6
-0.2% -$1.58K 0.34% 55
2024
Q1
$930K Buy
3,332
+108
+3% +$30.1K 0.42% 43
2023
Q4
$839K Buy
+3,224
New +$839K 0.51% 42