Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Sell
20,481
-135
-0.7% -$21.8K 0.12% 97
2025
Q1
$2.2M Buy
20,616
+387
+2% +$41.3K 0.09% 105
2024
Q4
$2.5M Buy
20,229
+1,421
+8% +$175K 0.09% 101
2024
Q3
$2.69M Buy
18,808
+2,283
+14% +$326K 0.1% 95
2024
Q2
$2.7M Buy
16,525
+8,393
+103% +$1.37M 0.1% 90
2024
Q1
$1.02M Buy
8,132
+5,274
+185% +$659K 0.04% 124
2023
Q4
$215K Buy
+2,858
New +$215K 0.01% 149