Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
10,857
+266
+3% +$38.1K 0.59% 25
2025
Q1
$1.77M Buy
10,591
+24
+0.2% +$4.02K 0.71% 25
2024
Q4
$1.53M Sell
10,567
-196
-2% -$28.4K 0.62% 29
2024
Q3
$1.59M Sell
10,763
-159
-1% -$23.4K 0.62% 31
2024
Q2
$1.71M Buy
10,922
+415
+4% +$64.9K 0.7% 25
2024
Q1
$1.66M Buy
10,507
+264
+3% +$41.6K 0.68% 27
2023
Q4
$1.53M Buy
10,243
+2,511
+32% +$375K 0.67% 30
2023
Q3
$1.3M Buy
+7,732
New +$1.3M 0.64% 30