Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
3,822
-340
-8% -$132K 0.85% 27
2025
Q1
$1.6M Hold
4,162
1.02% 24
2024
Q4
$1.85M Hold
4,162
1.17% 14
2024
Q3
$2.16M Hold
4,162
1.4% 8
2024
Q2
$2.31M Hold
4,162
1.65% 6
2024
Q1
$2.1M Hold
4,162
1.55% 9
2023
Q4
$2.48M Buy
+4,162
New +$2.48M 2.28% 5
2022
Q3
$1.27M Hold
4,615
1.74% 11
2022
Q2
$1.69M Sell
4,615
-6
-0.1% -$2.2K 2.13% 5
2022
Q1
$2.11M Buy
4,621
+10
+0.2% +$4.56K 2.2% 4
2021
Q4
$2.62M Sell
4,611
-87
-2% -$49.3K 2.38% 4
2021
Q3
$2.71M Sell
4,698
-3
-0.1% -$1.73K 2.55% 3
2021
Q2
$2.75M Buy
+4,701
New +$2.75M 2.56% 4