Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$709K Buy
3,121
+883
+39% +$201K 0.04% 372
2025
Q1
$546K Sell
2,238
-743
-25% -$181K 0.04% 384
2024
Q4
$839K Buy
2,981
+248
+9% +$69.8K 0.07% 244
2024
Q3
$748K Buy
2,733
+836
+44% +$229K 0.07% 246
2024
Q2
$569K Buy
1,897
+593
+45% +$178K 0.08% 239
2024
Q1
$378K Buy
1,304
+134
+11% +$38.8K 0.08% 246
2023
Q4
$282K Buy
+1,170
New +$282K 0.08% 242