Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
15,412
-6,857
-31% -$880K 0.06% 330
2025
Q1
$1.61M Buy
22,269
+6,795
+44% +$491K 0.05% 327
2024
Q4
$1.76M Sell
15,474
-24,260
-61% -$2.76M 0.06% 308
2024
Q3
$3.95M Buy
39,734
+24,189
+156% +$2.41M 0.12% 184
2024
Q2
$1.35M Sell
15,545
-1,034
-6% -$89.5K 0.05% 355
2024
Q1
$1.35M Sell
16,579
-6,060
-27% -$495K 0.05% 347
2023
Q4
$1.09M Buy
22,639
+7,655
+51% +$368K 0.04% 422
2023
Q3
$557K Hold
14,984
0.02% 591
2023
Q2
$371K Buy
+14,984
New +$371K 0.01% 677