Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
89,400
-15,102
-14% -$132K 0.02% 369
2025
Q1
$696K Buy
104,502
+15,102
+17% +$101K 0.02% 380
2024
Q4
$760K Sell
89,400
-236
-0.3% -$2.01K 0.02% 351
2024
Q3
$712K Sell
89,636
-1,425
-2% -$11.3K 0.02% 385
2024
Q2
$652K Hold
91,061
0.02% 391
2024
Q1
$1.28M Sell
91,061
-379
-0.4% -$5.31K 0.04% 271
2023
Q4
$1.77M Hold
91,440
0.05% 231
2023
Q3
$1.71M Buy
91,440
+866
+1% +$16.2K 0.06% 216
2023
Q2
$1.18M Buy
90,574
+1,174
+1% +$15.3K 0.04% 251
2023
Q1
$1.03M Hold
89,400
0.04% 266
2022
Q4
$1.06M Buy
+89,400
New +$1.06M 0.04% 256