Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.28M Sell
31,228
-2,686
-8% -$454K 0.03% 287
2025
Q1
$4.8M Buy
33,914
+14,981
+79% +$2.12M 0.03% 287
2024
Q4
$3M Buy
18,933
+259
+1% +$41K 0.02% 329
2024
Q3
$2.37M Buy
18,674
+414
+2% +$52.6K 0.02% 381
2024
Q2
$1.98M Buy
18,260
+11,827
+184% +$1.28M 0.02% 381
2024
Q1
$588K Buy
+6,433
New +$588K 0.01% 683