Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
39,833
+114
+0.3% +$1.53K 0.04% 224
2025
Q1
$644K Buy
39,719
+45
+0.1% +$729 0.09% 155
2024
Q4
$836K Sell
39,674
-37
-0.1% -$780 0.07% 172
2024
Q3
$1.03M Buy
39,711
+37
+0.1% +$957 0.09% 154
2024
Q2
$841K Sell
39,674
-33
-0.1% -$700 0.09% 159
2024
Q1
$1.02M Buy
39,707
+33
+0.1% +$844 0.1% 150
2023
Q4
$906K Buy
+39,674
New +$906K 0.09% 146