Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Hold
4,489
0.91% 24
2025
Q1
$1.42M Hold
4,489
0.91% 33
2024
Q4
$1.51M Sell
4,489
-667
-13% -$225K 0.96% 24
2024
Q3
$1.64M Hold
5,156
1.07% 22
2024
Q2
$1.66M Sell
5,156
-23
-0.4% -$7.4K 1.18% 19
2024
Q1
$1.8M Hold
5,179
1.33% 13
2023
Q4
$1.88M Buy
+5,179
New +$1.88M 1.73% 12
2022
Q3
$1.17M Buy
5,283
+21
+0.4% +$4.66K 1.6% 18
2022
Q2
$1.26M Sell
5,262
-20
-0.4% -$4.79K 1.59% 17
2022
Q1
$1.68M Buy
5,282
+9
+0.2% +$2.86K 1.75% 8
2021
Q4
$2.12M Sell
5,273
-195
-4% -$78.2K 1.93% 6
2021
Q3
$1.86M Hold
5,468
1.76% 8
2021
Q2
$1.9M Buy
+5,468
New +$1.9M 1.76% 7