Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.38M Sell
92,352
-1,686
-2% -$98.2K 0.26% 47
2025
Q1
$4.54M Buy
94,038
+2,941
+3% +$142K 0.25% 49
2024
Q4
$3.39M Buy
91,097
+16,071
+21% +$598K 0.19% 60
2024
Q3
$4.01M Buy
75,026
+713
+1% +$38.1K 0.23% 50
2024
Q2
$3.11M Buy
74,313
+1,303
+2% +$54.6K 0.19% 59
2024
Q1
$2.62M Buy
73,010
+12,514
+21% +$448K 0.17% 74
2023
Q4
$2.5M Buy
60,496
+1,910
+3% +$79.1K 0.18% 70
2023
Q3
$2.16M Buy
58,586
+7,759
+15% +$287K 0.18% 77
2023
Q2
$2.17M Buy
+50,827
New +$2.17M 0.18% 72