Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
3,007
+24
+0.8% +$8.57K 0.31% 43
2025
Q1
$846K Sell
2,983
-6
-0.2% -$1.7K 0.28% 46
2024
Q4
$992K Hold
2,989
0.31% 39
2024
Q3
$979K Buy
2,989
+59
+2% +$19.3K 0.32% 38
2024
Q2
$915K Sell
2,930
-16
-0.5% -$5K 0.32% 40
2024
Q1
$945K Buy
2,946
+719
+32% +$231K 0.35% 37
2023
Q4
$519K Buy
2,227
+46
+2% +$10.7K 0.2% 62
2023
Q3
$465K Buy
+2,181
New +$465K 0.23% 53