Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Hold
14,710
0.73% 23
2025
Q1
$1.64M Sell
14,710
-35
-0.2% -$3.89K 0.84% 20
2024
Q4
$1.53M Hold
14,745
0.82% 23
2024
Q3
$1.65M Hold
14,745
0.91% 23
2024
Q2
$1.32M Hold
14,745
0.76% 21
2024
Q1
$1.27M Sell
14,745
-37
-0.3% -$3.18K 0.76% 24
2023
Q4
$1.22M Sell
14,782
-207
-1% -$17.1K 0.81% 24
2023
Q3
$1.15M Hold
14,989
0.78% 27
2023
Q2
$1.05M Hold
14,989
0.67% 31
2023
Q1
$967K Hold
14,989
0.64% 31
2022
Q4
$1.08M Buy
14,989
+166
+1% +$11.9K 0.75% 32
2022
Q3
$833K Hold
14,823
0.67% 35
2022
Q2
$819K Buy
14,823
+717
+5% +$39.6K 0.62% 36
2022
Q1
$908K Sell
14,106
-484
-3% -$31.2K 0.58% 38
2021
Q4
$852K Buy
+14,590
New +$852K 0.52% 36
2021
Q1
$908K Buy
+14,106
New +$908K 0.58% 38