Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
2,828
+155
+6% +$55.3K 0.06% 204
2025
Q1
$727K Buy
2,673
+244
+10% +$66.3K 0.05% 235
2024
Q4
$806K Sell
2,429
-410
-14% -$136K 0.06% 216
2024
Q3
$941K Buy
2,839
+895
+46% +$297K 0.06% 229
2024
Q2
$610K Buy
1,944
+16
+0.8% +$5.02K 0.05% 227
2024
Q1
$603K Sell
1,928
-379
-16% -$119K 0.05% 220
2023
Q4
$556K Sell
2,307
-305
-12% -$73.5K 0.05% 216
2023
Q3
$557K Buy
2,612
+449
+21% +$95.8K 0.06% 204
2023
Q2
$435K Buy
2,163
+312
+17% +$62.7K 0.05% 240
2023
Q1
$317K Buy
+1,851
New +$317K 0.04% 284