Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.06M Buy
22,017
+2,060
+10% +$661K 0.49% 77
2025
Q1
$6.14M Sell
19,957
-1,217
-6% -$374K 0.5% 76
2024
Q4
$7.14M Hold
21,174
0.48% 74
2024
Q3
$6.73M Buy
21,174
+4,392
+26% +$1.4M 0.45% 89
2024
Q2
$5.39M Hold
16,782
0.48% 82
2024
Q1
$5.83M Buy
+16,782
New +$5.83M 0.5% 80