Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Sell
9,444
-132
-1% -$38.9K 0.28% 91
2025
Q1
$2.38M Buy
9,576
+37
+0.4% +$9.2K 0.26% 94
2024
Q4
$2.1M Buy
9,539
+2,487
+35% +$547K 0.22% 101
2024
Q3
$1.56M Buy
7,052
+178
+3% +$39.4K 0.2% 123
2024
Q2
$1.19M Sell
6,874
-245
-3% -$42.4K 0.16% 152
2024
Q1
$1.36M Buy
7,119
+1,247
+21% +$238K 0.19% 134
2023
Q4
$960K Buy
5,872
+3,872
+194% +$633K 0.15% 168
2023
Q3
$281K Sell
2,000
-100
-5% -$14K 0.04% 283
2023
Q2
$281K Buy
2,100
+12
+0.6% +$1.61K 0.04% 299
2023
Q1
$274K Buy
+2,088
New +$274K 0.04% 295