Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
4,017
+164
+4% +$49.9K 0.02% 307
2025
Q1
$1.03M Sell
3,853
-11
-0.3% -$2.95K 0.01% 317
2024
Q4
$951K Buy
3,864
+113
+3% +$27.8K 0.01% 334
2024
Q3
$859K Buy
3,751
+15
+0.4% +$3.44K 0.01% 332
2024
Q2
$754K Buy
3,736
+50
+1% +$10.1K 0.01% 333
2024
Q1
$719K Buy
3,686
+106
+3% +$20.7K 0.01% 346
2023
Q4
$553K Sell
3,580
-19
-0.5% -$2.94K 0.01% 361
2023
Q3
$465K Hold
3,599
0.01% 372
2023
Q2
$492K Buy
+3,599
New +$492K 0.01% 381