Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.76M Buy
32,951
+176
+0.5% +$36.1K 3.61% 4
2025
Q1
$7.28M Buy
32,775
+1,210
+4% +$269K 4.32% 3
2024
Q4
$7.9M Buy
31,565
+199
+0.6% +$49.8K 4.99% 3
2024
Q3
$7.31M Buy
31,366
+320
+1% +$74.6K 4.79% 2
2024
Q2
$6.54M Buy
31,046
+309
+1% +$65.1K 4.84% 2
2024
Q1
$5.27M Sell
30,737
-1,335
-4% -$229K 4.07% 2
2023
Q4
$6.17M Buy
+32,072
New +$6.17M 5.04% 2