Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Hold
14,000
0.16% 62
2025
Q1
$2.46M Sell
14,000
-28
-0.2% -$4.92K 0.17% 56
2024
Q4
$2.63M Buy
14,028
+28
+0.2% +$5.25K 0.18% 54
2024
Q3
$2.68M Hold
14,000
0.2% 47
2024
Q2
$2.53M Sell
14,000
-7,000
-33% -$1.26M 0.21% 47
2024
Q1
$3.72M Sell
21,000
-20
-0.1% -$3.54K 0.3% 38
2023
Q4
$3.23M Buy
21,020
+10
+0% +$1.54K 0.33% 33
2023
Q3
$2.93M Buy
21,010
+10
+0% +$1.4K 0.33% 34
2023
Q2
$3.1M Hold
21,000
0.34% 27
2023
Q1
$3.19M Hold
21,000
0.37% 28
2022
Q4
$2.84M Hold
21,000
0.32% 29
2022
Q3
$2.45M Hold
21,000
0.31% 37
2022
Q2
$2.55M Hold
21,000
0.3% 41
2022
Q1
$3.3M Buy
+21,000
New +$3.3M 0.31% 41