Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$923K Sell
38,116
-16,191
-30% -$392K 0.08% 294
2025
Q1
$1.38M Buy
54,307
+54,253
+100,469% +$1.37M 0.12% 191
2024
Q4
$1.44K Sell
54
-61,780
-100% -$1.65M 0.13% 173
2024
Q3
$1.79M Buy
61,834
+407
+0.7% +$11.8K 0.15% 138
2024
Q2
$1.72M Buy
61,427
+578
+0.9% +$16.2K 0.16% 131
2024
Q1
$1.69M Sell
60,849
-1,630
-3% -$45.2K 0.16% 130
2023
Q4
$1.8M Sell
62,479
-8,716
-12% -$251K 0.18% 116
2023
Q3
$2.36M Buy
+71,195
New +$2.36M 0.26% 84