Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
1,377
+31
+2% +$27.8K 0.11% 39
2025
Q1
$915K Buy
1,346
+294
+28% +$200K 0.08% 52
2024
Q4
$663K Sell
1,052
-6
-0.6% -$3.78K 0.06% 67
2024
Q3
$820K Buy
1,058
+37
+4% +$28.7K 0.08% 53
2024
Q2
$842K Sell
1,021
-290
-22% -$239K 0.08% 46
2024
Q1
$916K Buy
1,311
+107
+9% +$74.8K 0.09% 31
2023
Q4
$700K Buy
1,204
+92
+8% +$53.5K 0.07% 35
2023
Q3
$510K Buy
1,112
+63
+6% +$28.9K 0.05% 38
2023
Q2
$509K Buy
1,049
+149
+17% +$72.2K 0.05% 31
2023
Q1
$359K Buy
900
+19
+2% +$7.59K 0.04% 41
2022
Q4
$332K Buy
+881
New +$332K 0.03% 40