Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
1,918
+129
+7% +$116K 0.11% 129
2025
Q1
$1.22M Buy
1,789
+304
+20% +$207K 0.1% 152
2024
Q4
$936K Sell
1,485
-92
-6% -$58K 0.08% 166
2024
Q3
$1.22M Sell
1,577
-12
-0.8% -$9.29K 0.11% 140
2024
Q2
$1.31M Buy
1,589
+39
+3% +$32.2K 0.12% 126
2024
Q1
$1.08M Sell
1,550
-1,414
-48% -$988K 0.1% 143
2023
Q4
$1.72M Buy
2,964
+1,809
+157% +$1.05M 0.07% 168
2023
Q3
$530K Buy
+1,155
New +$530K 0.07% 175