Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$910K Sell
48,487
-152
-0.3% -$2.85K 0.02% 339
2025
Q1
$1.01M Hold
48,639
0.03% 304
2024
Q4
$1.1M Buy
48,639
+287
+0.6% +$6.48K 0.03% 288
2024
Q3
$647K Sell
48,352
-1,092
-2% -$14.6K 0.02% 416
2024
Q2
$599K Hold
49,444
0.02% 415
2024
Q1
$1.03M Hold
49,444
0.03% 303
2023
Q4
$960K Hold
49,444
0.03% 305
2023
Q3
$1.25M Buy
49,444
+419
+0.9% +$10.6K 0.04% 244
2023
Q2
$923K Buy
49,025
+825
+2% +$15.5K 0.03% 277
2023
Q1
$817K Hold
48,200
0.03% 297
2022
Q4
$552K Buy
+48,200
New +$552K 0.02% 382