Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
+13,684
New +$1.3M 0.2% 120
2025
Q1
Sell
-16,688
Closed -$1.74M 317
2024
Q4
$1.74M Buy
16,688
+715
+4% +$74.4K 0.29% 83
2024
Q3
$1.58M Buy
15,973
+1,269
+9% +$125K 0.27% 87
2024
Q2
$1.51M Buy
14,704
+4,287
+41% +$441K 0.28% 82
2024
Q1
$1.29M Buy
10,417
+2,966
+40% +$367K 0.26% 103
2023
Q4
$728K Buy
+7,451
New +$728K 0.17% 145