Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
4,538
-20
-0.4% -$5.48K 0.01% 903
2025
Q1
$1.59M Buy
4,558
+76
+2% +$26.6K 0.01% 768
2024
Q4
$2.04M Buy
4,482
+200
+5% +$91.1K 0.02% 679
2024
Q3
$1.87M Buy
4,282
+719
+20% +$314K 0.02% 667
2024
Q2
$1.69M Buy
3,563
+717
+25% +$340K 0.02% 618
2024
Q1
$1.66M Buy
2,846
+1,761
+162% +$1.03M 0.03% 607
2023
Q4
$475K Sell
1,085
-572
-35% -$251K 0.01% 949
2023
Q3
$661K Buy
+1,657
New +$661K 0.02% 710