Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
4,999
-191
-4% -$56.4K 0.52% 36
2025
Q1
$1.45M Buy
+5,190
New +$1.45M 0.64% 31
2024
Q3
$1.63M Buy
5,067
+23
+0.5% +$7.4K 0.64% 29
2024
Q2
$1.59M Buy
5,044
+24
+0.5% +$7.58K 0.68% 27
2024
Q1
$1.56M Buy
+5,020
New +$1.56M 0.69% 26
2023
Q3
$1.45M Buy
5,291
+30
+0.6% +$8.2K 0.76% 25
2023
Q2
$1.37M Buy
5,261
+33
+0.6% +$8.61K 0.71% 24
2023
Q1
$1.16M Buy
+5,228
New +$1.16M 0.62% 28