Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
6,902
-462
-6% -$91.3K 0.09% 158
2025
Q1
$1.51M Sell
7,364
-925
-11% -$190K 0.12% 124
2024
Q4
$1.9M Buy
8,289
+568
+7% +$130K 0.17% 90
2024
Q3
$2.15M Sell
7,721
-493
-6% -$137K 0.19% 84
2024
Q2
$2.05M Buy
8,214
+266
+3% +$66.5K 0.19% 84
2024
Q1
$1.98M Sell
7,948
-5,972
-43% -$1.49M 0.19% 89
2023
Q4
$3.22M Buy
13,920
+8,844
+174% +$2.05M 0.14% 101
2023
Q3
$1.12M Buy
+5,076
New +$1.12M 0.14% 92