Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
4,129
+197
+5% +$92.4K 0.11% 141
2025
Q1
$1.83M Buy
3,932
+65
+2% +$30.3K 0.11% 135
2024
Q4
$1.62M Sell
3,867
-132
-3% -$55.3K 0.1% 139
2024
Q3
$1.91M Buy
3,999
+460
+13% +$219K 0.12% 128
2024
Q2
$1.55M Sell
3,539
-22
-0.6% -$9.65K 0.11% 137
2024
Q1
$1.65M Buy
3,561
+111
+3% +$51.5K 0.12% 133
2023
Q4
$1.42M Buy
3,450
+537
+18% +$221K 0.11% 134
2023
Q3
$1.08M Sell
2,913
-46
-2% -$17.1K 0.1% 142
2023
Q2
$1.13M Buy
2,959
+1,179
+66% +$449K 0.11% 124
2023
Q1
$633K Buy
1,780
+302
+20% +$107K 0.07% 177
2022
Q4
$482K Buy
1,478
+314
+27% +$102K 0.06% 196
2022
Q3
$314K Buy
1,164
+143
+14% +$38.6K 0.04% 247
2022
Q2
$294K Buy
1,021
+186
+22% +$53.6K 0.04% 244
2022
Q1
$267K Buy
835
+124
+17% +$39.7K 0.03% 278
2021
Q4
$246K Buy
+711
New +$246K 0.03% 265