Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Hold
4,222
0.09% 77
2025
Q1
$1.68M Buy
4,222
+38
+0.9% +$15.2K 0.1% 68
2024
Q4
$1.5M Sell
4,184
-21
-0.5% -$7.54K 0.09% 72
2024
Q3
$1.45M Buy
4,205
+21
+0.5% +$7.27K 0.08% 77
2024
Q2
$1.23M Sell
4,184
-16
-0.4% -$4.7K 0.08% 78
2024
Q1
$1.4M Hold
4,200
0.09% 76
2023
Q4
$1.22M Hold
4,200
0.09% 80
2023
Q3
$1.36M Buy
4,200
+16
+0.4% +$5.19K 0.1% 67
2023
Q2
$1.44M Hold
4,184
0.1% 64
2023
Q1
$1.32M Hold
4,184
0.1% 64
2022
Q4
$1.26M Hold
4,184
0.11% 63
2022
Q3
$1.12M Hold
4,184
0.13% 61
2022
Q2
$1.13M Sell
4,184
-4
-0.1% -$1.08K 0.13% 64
2022
Q1
$1.36M Buy
4,188
+804
+24% +$262K 0.12% 62
2021
Q4
$1.02M Sell
3,384
-24
-0.7% -$7.21K 0.09% 78
2021
Q3
$974K Buy
+3,408
New +$974K 0.11% 70