Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
3,728
+45
+1% +$13.7K 0.1% 147
2025
Q1
$989K Sell
3,683
-38
-1% -$10.2K 0.09% 156
2024
Q4
$916K Sell
3,721
-11
-0.3% -$2.71K 0.08% 159
2024
Q3
$851K Buy
3,732
+140
+4% +$31.9K 0.08% 164
2024
Q2
$725K Buy
3,592
+71
+2% +$14.3K 0.07% 167
2024
Q1
$544K Hold
3,521
0.06% 195
2023
Q4
$544K Buy
+3,521
New +$544K 0.05% 206