Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Sell
21,750
-1,170
-5% -$101K 0.01% 698
2025
Q1
$1.56M Buy
22,920
+8,142
+55% +$554K 0.02% 638
2024
Q4
$1.2M Buy
14,778
+2,859
+24% +$232K 0.01% 692
2024
Q3
$797K Buy
11,919
+2,402
+25% +$161K 0.02% 658
2024
Q2
$1.08M Buy
+9,517
New +$1.08M 0.05% 328