Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
14,649
+426
+3% +$64.9K 0.34% 50
2025
Q1
$2.09M Buy
14,223
+303
+2% +$44.5K 0.36% 49
2024
Q4
$1.8M Buy
13,920
+498
+4% +$64.3K 0.3% 54
2024
Q3
$1.83M Buy
13,422
+1,093
+9% +$149K 0.33% 51
2024
Q2
$1.26M Sell
12,329
-389
-3% -$39.8K 0.25% 66
2024
Q1
$1.13M Buy
12,718
+1,692
+15% +$150K 0.26% 67
2023
Q4
$1.01M Buy
11,026
+605
+6% +$55.3K 0.28% 58
2023
Q3
$816K Buy
10,421
+976
+10% +$76.4K 0.27% 64
2023
Q2
$790K Buy
9,445
+1,078
+13% +$90.2K 0.28% 59
2023
Q1
$735K Sell
8,367
-128
-2% -$11.3K 0.32% 55
2022
Q4
$852K Buy
8,495
+801
+10% +$80.3K 0.44% 41
2022
Q3
$711K Buy
7,694
+431
+6% +$39.8K 0.43% 40
2022
Q2
$786K Sell
7,263
-762
-9% -$82.5K 0.49% 35
2022
Q1
$999K Sell
8,025
-263
-3% -$32.7K 0.59% 35
2021
Q4
$1.23M Buy
+8,288
New +$1.23M 0.68% 29