Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
6,599
+17
+0.3% +$3.73K 0.26% 30
2025
Q1
$1.25M Buy
6,582
+261
+4% +$49.7K 0.25% 32
2024
Q4
$1.39M Buy
6,321
+268
+4% +$58.8K 0.28% 28
2024
Q3
$1.13M Buy
6,053
+850
+16% +$158K 0.23% 30
2024
Q2
$1.01M Sell
5,203
-80
-2% -$15.5K 0.24% 30
2024
Q1
$953K Buy
5,283
+130
+3% +$23.4K 0.25% 28
2023
Q4
$783K Buy
5,153
+132
+3% +$20.1K 0.24% 30
2023
Q3
$638K Buy
5,021
+9
+0.2% +$1.14K 0.24% 30
2023
Q2
$653K Buy
5,012
+2,079
+71% +$271K 0.28% 29
2023
Q1
$303K Buy
2,933
+345
+13% +$35.6K 0.14% 38
2022
Q4
$217K Buy
+2,588
New +$217K 0.11% 35