Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
53,036
-616
-1% -$13.5K 0.04% 152
2025
Q1
$1.25M Buy
53,652
+306
+0.6% +$7.13K 0.04% 147
2024
Q4
$1.53M Buy
53,346
+131
+0.2% +$3.76K 0.05% 120
2024
Q3
$1.58M Sell
53,215
-712
-1% -$21.1K 0.06% 119
2024
Q2
$1.82M Sell
53,927
-3,040
-5% -$102K 0.07% 113
2024
Q1
$2.06M Sell
56,967
-86
-0.2% -$3.11K 0.08% 110
2023
Q4
$1.86M Buy
57,053
+1,290
+2% +$42.1K 0.09% 107
2023
Q3
$1.81M Sell
55,763
-2,972
-5% -$96.7K 0.09% 103
2023
Q2
$1.72M Buy
+58,735
New +$1.72M 0.09% 108
2020
Q4
Sell
-3,750
Closed -$102K 307
2020
Q3
$102K Buy
+3,750
New +$102K 0.02% 144
2020
Q2
Sell
-3,750
Closed -$87.1K 294
2020
Q1
$87.1K Hold
3,750
0.02% 154
2019
Q4
$113K Hold
3,750
0.03% 191
2019
Q3
$96.9K Buy
+3,750
New +$96.9K 0.03% 175
2019
Q2
Sell
-3,750
Closed -$84.8K 323
2019
Q1
$84.8K Buy
+3,750
New +$84.8K 0.03% 177