Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
4,477
+40
+0.9% +$9.06K 0.1% 46
2025
Q1
$737K Sell
4,437
-167
-4% -$27.7K 0.08% 52
2024
Q4
$909K Hold
4,604
0.09% 48
2024
Q3
$800K Sell
4,604
-5
-0.1% -$868 0.08% 54
2024
Q2
$801K Buy
4,609
+1,242
+37% +$216K 0.08% 49
2024
Q1
$458K Hold
3,367
0.05% 69
2023
Q4
$350K Hold
3,367
0.04% 77
2023
Q3
$293K Hold
3,367
0.04% 79
2023
Q2
$340K Hold
3,367
0.04% 79
2023
Q1
$313K Hold
3,367
0.04% 79
2022
Q4
$251K Buy
+3,367
New +$251K 0.04% 84