Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
5,023
+257
+5% +$61.4K 0.56% 31
2025
Q1
$784K Buy
4,766
+387
+9% +$63.7K 0.39% 44
2024
Q4
$875K Buy
4,379
+1,273
+41% +$254K 0.42% 41
2024
Q3
$605K Buy
3,106
+50
+2% +$9.73K 0.3% 50
2024
Q2
$519K Buy
3,056
+311
+11% +$52.8K 0.26% 58
2024
Q1
$392K Sell
2,745
-297
-10% -$42.4K 0.21% 70
2023
Q4
$311K Buy
3,042
+51
+2% +$5.21K 0.19% 80
2023
Q3
$255K Buy
2,991
+100
+3% +$8.54K 0.17% 77
2023
Q2
$279K Buy
2,891
+490
+20% +$47.2K 0.18% 76
2023
Q1
$223K Buy
+2,401
New +$223K 0.16% 80