Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Hold
58,279
0.17% 37
2025
Q1
$508K Hold
58,279
0.16% 36
2024
Q4
$726K Sell
58,279
-554
-0.9% -$6.9K 0.23% 34
2024
Q3
$683K Hold
58,833
0.2% 35
2024
Q2
$625K Buy
58,833
+581
+1% +$6.18K 0.21% 35
2024
Q1
$696K Hold
58,252
0.23% 33
2023
Q4
$631K Hold
58,252
0.22% 31
2023
Q3
$581K Sell
58,252
-1,287
-2% -$12.8K 0.2% 32
2023
Q2
$594K Hold
59,539
0.17% 32
2023
Q1
$573K Sell
59,539
-733
-1% -$7.05K 0.16% 33
2022
Q4
$671K Sell
60,272
-1,240
-2% -$13.8K 0.17% 30
2022
Q3
$524K Hold
61,512
0.14% 33
2022
Q2
$644K Hold
61,512
0.15% 31
2022
Q1
$669K Hold
61,512
0.14% 30
2021
Q4
$832K Hold
61,512
0.17% 28
2021
Q3
$833K Buy
+61,512
New +$833K 0.18% 29