Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
13,262
-265
-2% -$27.9K 0.09% 199
2025
Q1
$1.5M Buy
13,527
+1,411
+12% +$157K 0.11% 163
2024
Q4
$1.25M Buy
12,116
+273
+2% +$28.2K 0.11% 165
2024
Q3
$1.32M Buy
11,843
+2,508
+27% +$280K 0.13% 146
2024
Q2
$834K Buy
9,335
+6,153
+193% +$550K 0.11% 158
2024
Q1
$273K Buy
3,182
+359
+13% +$30.8K 0.06% 315
2023
Q4
$238K Buy
+2,823
New +$238K 0.06% 272