Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.96M Sell
21,348
-1,377
-6% -$256K 0.26% 63
2025
Q1
$4.76M Buy
22,725
+1,680
+8% +$352K 0.39% 53
2024
Q4
$3.74M Buy
21,045
+3,371
+19% +$599K 0.34% 57
2024
Q3
$3.49M Buy
17,674
+474
+3% +$93.6K 0.31% 57
2024
Q2
$2.95M Sell
17,200
-749
-4% -$128K 0.27% 62
2024
Q1
$3.27M Sell
17,949
-14,719
-45% -$2.68M 0.31% 59
2023
Q4
$5.06M Buy
32,668
+21,296
+187% +$3.3M 0.21% 72
2023
Q3
$1.7M Buy
+11,372
New +$1.7M 0.21% 70