Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
10,036
+162
+2% +$31.2K 0.69% 29
2025
Q1
$1.73M Buy
+9,874
New +$1.73M 0.76% 27
2024
Q3
$1.78M Buy
9,426
+305
+3% +$57.6K 0.7% 28
2024
Q2
$1.53M Buy
9,121
+57
+0.6% +$9.58K 0.65% 28
2024
Q1
$1.46M Buy
+9,064
New +$1.46M 0.65% 27
2023
Q3
$1.33M Buy
9,378
+60
+0.6% +$8.52K 0.7% 27
2023
Q2
$1.39M Sell
9,318
-533
-5% -$79.8K 0.72% 22
2023
Q1
$1.33M Buy
+9,851
New +$1.33M 0.71% 24