Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
1,237
+19
+2% +$6.04K 0.14% 14
2025
Q1
$316K Hold
1,218
0.06% 13
2024
Q4
$492K Hold
1,218
0.07% 10
2024
Q3
$319K Hold
1,218
0.05% 15
2024
Q2
$241K Sell
1,218
-70
-5% -$13.9K 0.04% 16
2024
Q1
$226K Sell
1,288
-126
-9% -$22.2K 0.05% 17
2023
Q4
$351K Buy
1,414
+5
+0.4% +$1.24K 0.08% 11
2023
Q3
$353K Hold
1,409
0.11% 9
2023
Q2
$369K Buy
1,409
+20
+1% +$5.24K 0.12% 9
2023
Q1
$288K Buy
1,389
+114
+9% +$23.7K 0.11% 12
2022
Q4
$338K Hold
1,275
0.21% 7
2022
Q3
$338K Sell
1,275
-30
-2% -$7.95K 0.21% 9
2022
Q2
$293K Buy
1,305
+102
+8% +$22.9K 0.19% 12
2022
Q1
$432K Buy
1,203
+45
+4% +$16.2K 0.29% 5
2021
Q4
$408K Buy
1,158
+84
+8% +$29.6K 0.23% 12
2021
Q3
$278K Buy
1,074
+30
+3% +$7.77K 0.17% 16
2021
Q2
$244K Buy
+1,044
New +$244K 0.12% 20
2021
Q1
Sell
-1,194
Closed -$283K 16
2020
Q4
$283K Buy
+1,194
New +$283K 0.14% 15