Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
7,504
+344
+5% +$61.4K 0.43% 66
2025
Q1
$1.15M Buy
7,160
+1,681
+31% +$269K 0.4% 67
2024
Q4
$954K Sell
5,479
-757
-12% -$132K 0.37% 64
2024
Q3
$1.41M Buy
6,236
+116
+2% +$26.3K 0.55% 57
2024
Q2
$1.37M Buy
6,120
+438
+8% +$98K 0.58% 51
2024
Q1
$1.45M Buy
5,682
+233
+4% +$59.6K 0.61% 49
2023
Q4
$1.24M Buy
+5,449
New +$1.24M 0.58% 49