Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Buy
28,268
+7,391
+35% +$525K 0.13% 141
2025
Q1
$1.33M Buy
20,877
+5,863
+39% +$372K 0.1% 184
2024
Q4
$1.14M Buy
15,014
+150
+1% +$11.4K 0.1% 184
2024
Q3
$1.31M Sell
14,864
-1,609
-10% -$142K 0.13% 148
2024
Q2
$1.24M Buy
16,473
+5,521
+50% +$416K 0.17% 106
2024
Q1
$1.03M Buy
10,952
+346
+3% +$32.5K 0.21% 80
2023
Q4
$1.08M Buy
+10,606
New +$1.08M 0.29% 52