Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
18,437
+863
+5% +$79.2K 0.26% 62
2025
Q1
$1.55M Buy
+17,574
New +$1.55M 0.27% 62
2024
Q2
Sell
-7,931
Closed -$684K 238
2024
Q1
$684K Buy
+7,931
New +$684K 0.16% 106
2023
Q4
Sell
-5,024
Closed -$279K 238
2023
Q3
$279K Buy
+5,024
New +$279K 0.09% 152