Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
3,744
-10
-0.3% -$3.55K 0.33% 81
2025
Q1
$1.32M Sell
3,754
-115
-3% -$40.3K 0.34% 75
2024
Q4
$1.22M Sell
3,869
-250
-6% -$79K 0.31% 82
2024
Q3
$1.13M Sell
4,119
-187
-4% -$51.4K 0.28% 84
2024
Q2
$1.13M Sell
4,306
-280
-6% -$73.5K 0.29% 87
2024
Q1
$1.28M Sell
4,586
-275
-6% -$76.7K 0.34% 82
2023
Q4
$1.27M Hold
4,861
0.36% 81
2023
Q3
$1.12M Hold
4,861
0.34% 82
2023
Q2
$1.15M Sell
4,861
-155
-3% -$36.8K 0.33% 84
2023
Q1
$1.13M Sell
5,016
-522
-9% -$118K 0.34% 84
2022
Q4
$1.15M Sell
5,538
-387
-7% -$80.4K 0.35% 77
2022
Q3
$1.05M Hold
5,925
0.33% 79
2022
Q2
$1.17M Hold
5,925
0.34% 82
2022
Q1
$1.31M Sell
5,925
-50
-0.8% -$11.1K 0.32% 88
2021
Q4
$1.3M Sell
5,975
-723
-11% -$157K 0.31% 84
2021
Q3
$1.57M Hold
6,698
0.42% 77
2021
Q2
$1.57M Buy
+6,698
New +$1.57M 0.42% 77