Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Buy
54,956
+8,209
+18% +$246K 0.05% 184
2025
Q1
$1.58M Buy
46,747
+4,638
+11% +$157K 0.05% 183
2024
Q4
$1.24M Sell
42,109
-20,811
-33% -$615K 0.04% 203
2024
Q3
$1.98M Buy
62,920
+19,857
+46% +$623K 0.06% 169
2024
Q2
$1.55M Buy
43,063
+25,690
+148% +$927K 0.05% 176
2024
Q1
$655K Buy
17,373
+234
+1% +$8.82K 0.02% 234
2023
Q4
$607K Buy
+17,139
New +$607K 0.02% 224