Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
5,304
+892
+20% +$244K 0.04% 292
2025
Q1
$1.54M Sell
4,412
-102
-2% -$35.6K 0.04% 270
2024
Q4
$2.06M Buy
4,514
+249
+6% +$113K 0.06% 230
2024
Q3
$1.86M Buy
4,265
+308
+8% +$135K 0.05% 252
2024
Q2
$1.88M Sell
3,957
-77
-2% -$36.5K 0.06% 244
2024
Q1
$2.36M Buy
4,034
+36
+0.9% +$21.1K 0.08% 206
2023
Q4
$1.75M Sell
3,998
-71
-2% -$31.1K 0.06% 241
2023
Q3
$1.62M Sell
4,069
-156
-4% -$62.2K 0.07% 241
2023
Q2
$1.45M Buy
4,225
+189
+5% +$64.7K 0.06% 274
2023
Q1
$1.1M Buy
+4,036
New +$1.1M 0.05% 316