Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
8,057
+220
+3% +$78.1K 0.58% 48
2025
Q1
$2.75M Buy
7,837
+70
+0.9% +$24.5K 0.59% 47
2024
Q4
$2.45M Buy
7,767
+687
+10% +$217K 0.53% 48
2024
Q3
$1.95M Buy
7,080
+159
+2% +$43.7K 0.41% 61
2024
Q2
$1.82M Buy
6,921
+359
+5% +$94.2K 0.41% 58
2024
Q1
$1.83M Sell
6,562
-161
-2% -$44.9K 0.42% 60
2023
Q4
$1.75M Buy
6,723
+926
+16% +$241K 0.43% 59
2023
Q3
$1.33M Buy
+5,797
New +$1.33M 0.35% 60