Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.02M Buy
10,250
+108
+1% +$10.7K 0.09% 112
2024
Q4
$1.02M Buy
10,142
+195
+2% +$19.6K 0.09% 112
2024
Q3
$906K Buy
9,947
+176
+2% +$16K 0.08% 122
2024
Q2
$797K Buy
9,771
+461
+5% +$37.6K 0.08% 126
2024
Q1
$746K Buy
9,310
+265
+3% +$21.2K 0.08% 135
2023
Q4
$635K Sell
9,045
-1,148
-11% -$80.6K 0.07% 146
2023
Q3
$647K Buy
10,193
+2,473
+32% +$157K 0.08% 136
2023
Q2
$476K Buy
7,720
+175
+2% +$10.8K 0.06% 182
2023
Q1
$479K Buy
7,545
+182
+2% +$11.6K 0.06% 181
2022
Q4
$484K Buy
7,363
+778
+12% +$51.1K 0.06% 170
2022
Q3
$337K Buy
+6,585
New +$337K 0.05% 218