Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
11,919
-1,616
-12% -$128K 0.33% 66
2025
Q1
$1.21M Buy
13,535
+27
+0.2% +$2.42K 0.45% 69
2024
Q4
$1.34M Sell
13,508
-13
-0.1% -$1.29K 0.44% 67
2024
Q3
$1.54M Buy
13,521
+80
+0.6% +$9.09K 0.51% 61
2024
Q2
$1.66M Buy
13,441
+26
+0.2% +$3.22K 0.6% 57
2024
Q1
$1.77M Buy
+13,415
New +$1.77M 0.71% 50