Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
6,782
-5,640
-45% -$1.28M 0.69% 38
2025
Q1
$2.06M Buy
12,422
+493
+4% +$81.8K 1.02% 38
2024
Q4
$2.65M Buy
11,929
+3,772
+46% +$837K 1.22% 27
2024
Q3
$1.42M Sell
8,157
-353
-4% -$61.3K 0.7% 39
2024
Q2
$1.48M Sell
8,510
-168
-2% -$29.2K 0.8% 38
2024
Q1
$1.18M Sell
8,678
-10,054
-54% -$1.37M 0.66% 44
2023
Q4
$1.95M Sell
18,732
-265
-1% -$27.6K 1.16% 34
2023
Q3
$1.65M Buy
18,997
+8,407
+79% +$731K 1.1% 41
2023
Q2
$1.07M Buy
+10,590
New +$1.07M 0.69% 39