Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Sell
34,502
-149
-0.4% -$11.1K 0.06% 213
2025
Q1
$2.35M Hold
34,651
0.06% 214
2024
Q4
$2.15M Buy
34,651
+169
+0.5% +$10.5K 0.05% 219
2024
Q3
$2.25M Sell
34,482
-982
-3% -$63.9K 0.06% 219
2024
Q2
$1.91M Hold
35,464
0.05% 231
2024
Q1
$1.87M Hold
35,464
0.05% 237
2023
Q4
$1.55M Sell
35,464
-110
-0.3% -$4.8K 0.05% 243
2023
Q3
$1.57M Sell
35,574
-725
-2% -$32K 0.05% 224
2023
Q2
$1.62M Buy
36,299
+1,966
+6% +$87.9K 0.06% 214
2023
Q1
$1.52M Hold
34,333
0.05% 221
2022
Q4
$1.42M Buy
+34,333
New +$1.42M 0.05% 223