Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
15,713
-31
-0.2% -$3.27K 0.11% 134
2025
Q1
$1.75M Buy
15,744
+234
+2% +$26K 0.14% 104
2024
Q4
$1.6M Buy
15,510
+47
+0.3% +$4.86K 0.14% 108
2024
Q3
$1.73M Sell
15,463
-91
-0.6% -$10.2K 0.15% 102
2024
Q2
$1.39M Buy
15,554
+282
+2% +$25.2K 0.13% 118
2024
Q1
$1.31M Sell
15,272
-15,128
-50% -$1.3M 0.12% 121
2023
Q4
$2.51M Buy
30,400
+19,352
+175% +$1.6M 0.11% 124
2023
Q3
$848K Buy
+11,048
New +$848K 0.11% 118