Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Hold
42,984
0.59% 41
2025
Q1
$1.19M Hold
42,984
0.72% 32
2024
Q4
$1.4M Hold
42,984
0.81% 21
2024
Q3
$1.54M Sell
42,984
-83
-0.2% -$2.98K 0.88% 18
2024
Q2
$1.51M Sell
43,067
-382
-0.9% -$13.4K 0.91% 19
2024
Q1
$1.31M Buy
43,449
+3
+0% +$91 0.79% 27
2023
Q4
$1.31M Sell
43,446
-39
-0.1% -$1.17K 0.85% 22
2023
Q3
$1.12M Sell
43,485
-11
-0% -$283 0.8% 27
2023
Q2
$1.34M Sell
43,496
-342
-0.8% -$10.5K 0.92% 22
2023
Q1
$1.29M Sell
43,838
-76
-0.2% -$2.23K 0.93% 25
2022
Q4
$1.18M Hold
43,914
0.87% 30
2022
Q3
$1.09M Hold
43,914
0.92% 26
2022
Q2
$1.44M Hold
43,914
1.14% 17
2022
Q1
$1.59M Buy
+43,914
New +$1.59M 1.23% 14