Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
19,229
-1,123
-6% -$55.1K 0.06% 284
2025
Q1
$1.15M Buy
20,352
+3,598
+21% +$204K 0.09% 220
2024
Q4
$962K Buy
16,754
+4,014
+32% +$230K 0.08% 214
2024
Q3
$668K Sell
12,740
-1,092
-8% -$57.2K 0.07% 266
2024
Q2
$749K Buy
13,832
+4,881
+55% +$264K 0.1% 180
2024
Q1
$518K Buy
8,951
+2,944
+49% +$171K 0.11% 184
2023
Q4
$289K Buy
+6,007
New +$289K 0.08% 235