Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Buy
2,557
+4
+0.2% +$3.15K 0.13% 117
2025
Q1
$1.57M Hold
2,553
0.11% 129
2024
Q4
$1.6M Sell
2,553
-20
-0.8% -$12.6K 0.11% 128
2024
Q3
$1.6M Buy
+2,573
New +$1.6M 0.11% 132
2024
Q2
Sell
-2,547
Closed -$1.66M 319
2024
Q1
$1.66M Hold
2,547
0.12% 125
2023
Q4
$1.59M Hold
2,547
0.13% 116
2023
Q3
$1.3M Sell
2,547
-11
-0.4% -$5.62K 0.11% 129
2023
Q2
$1.17M Buy
2,558
+11
+0.4% +$5.04K 0.1% 139
2023
Q1
$1.14M Buy
2,547
+99
+4% +$44.1K 0.1% 140
2022
Q4
$953K Hold
2,448
0.09% 156
2022
Q3
$948K Buy
+2,448
New +$948K 0.1% 145