Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Sell
2,510
-533
-18% -$166K 0.08% 235
2025
Q1
$1.03M Buy
3,043
+357
+13% +$120K 0.12% 165
2024
Q4
$912K Buy
2,686
+320
+14% +$109K 0.1% 208
2024
Q3
$685K Buy
2,366
+601
+34% +$174K 0.08% 268
2024
Q2
$461K Sell
1,765
-157
-8% -$41K 0.09% 231
2024
Q1
$569K Buy
1,922
+180
+10% +$53.3K 0.12% 202
2023
Q4
$503K Sell
1,742
-230
-12% -$66.4K 0.09% 144
2023
Q3
$503K Buy
+1,972
New +$503K 0.17% 127