Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Sell
34,768
-3,759
-10% -$345K 0.11% 173
2025
Q1
$3.39M Sell
38,527
-13,967
-27% -$1.23M 0.12% 175
2024
Q4
$4.86M Sell
52,494
-591
-1% -$54.7K 0.12% 153
2024
Q3
$4.92M Sell
53,085
-2,686
-5% -$249K 0.13% 151
2024
Q2
$4.18M Buy
+55,771
New +$4.18M 0.11% 173