Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
24,461
+15
+0.1% +$1.03K 0.17% 138
2025
Q1
$1.63M Buy
24,446
+350
+1% +$23.4K 0.2% 129
2024
Q4
$1.71M Sell
24,096
-1,404
-6% -$99.5K 0.19% 129
2024
Q3
$1.58M Buy
+25,500
New +$1.58M 0.17% 143
2024
Q1
Sell
-22,477
Closed -$1.27M 365
2023
Q4
$1.27M Buy
+22,477
New +$1.27M 0.16% 151
2021
Q2
Sell
-12,746
Closed -$1.68M 395
2021
Q1
$1.68M Buy
+12,746
New +$1.68M 0.19% 171