Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
4,987
+744
+18% +$169K 0.07% 184
2025
Q1
$1.03M Buy
4,243
+340
+9% +$82.9K 0.08% 178
2024
Q4
$1.1M Sell
3,903
-246
-6% -$69.2K 0.1% 150
2024
Q3
$1.14M Buy
4,149
+23
+0.6% +$6.3K 0.1% 151
2024
Q2
$1.24M Sell
4,126
-73
-2% -$21.9K 0.11% 129
2024
Q1
$1.22M Sell
4,199
-3,665
-47% -$1.06M 0.12% 130
2023
Q4
$1.99M Buy
7,864
+5,440
+224% +$1.38M 0.08% 148
2023
Q3
$642K Buy
+2,424
New +$642K 0.08% 151