Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
14,243
+239
+2% +$52.4K 1.66% 20
2025
Q1
$2.66M Sell
14,004
-2,360
-14% -$449K 1.49% 19
2024
Q4
$3.59M Buy
16,364
+2,806
+21% +$616K 1.98% 15
2024
Q3
$2.53M Buy
13,558
+584
+5% +$109K 1.28% 21
2024
Q2
$2.51M Buy
12,974
+374
+3% +$72.3K 1.22% 22
2024
Q1
$2.27M Sell
12,600
-4,494
-26% -$811K 1.05% 26
2023
Q4
$2.6M Buy
+17,094
New +$2.6M 1.31% 20