Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
10,789
-52
-0.5% -$14.2K 0.12% 227
2025
Q1
$3.79M Buy
10,841
+1,015
+10% +$355K 0.17% 188
2024
Q4
$4.48M Sell
9,826
-458
-4% -$209K 0.2% 157
2024
Q3
$4.5M Buy
10,284
+6,523
+173% +$2.85M 0.2% 159
2024
Q2
$1.78M Buy
3,761
+2,851
+313% +$1.35M 0.14% 229
2024
Q1
$532K Buy
+910
New +$532K 0.07% 382