Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
14,924
+297
+2% +$40.4K 0.12% 163
2025
Q1
$1.94M Sell
14,627
-1,750
-11% -$232K 0.12% 163
2024
Q4
$1.85M Sell
16,377
-213
-1% -$24.1K 0.12% 170
2024
Q3
$1.89M Buy
16,590
+2
+0% +$228 0.12% 166
2024
Q2
$1.72M Buy
16,588
+3,063
+23% +$318K 0.12% 163
2024
Q1
$1.54M Buy
13,525
+5,218
+63% +$593K 0.09% 251
2023
Q4
$914K Sell
8,307
-110
-1% -$12.1K 0.17% 141
2023
Q3
$815K Buy
8,417
+1,992
+31% +$193K 0.15% 145
2023
Q2
$701K Buy
6,425
+438
+7% +$47.8K 0.12% 178
2023
Q1
$606K Buy
+5,987
New +$606K 0.12% 189