Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.3M Sell
27,633
-2,189
-7% -$103K 0.04% 385
2024
Q4
$1.68M Sell
29,822
-55
-0.2% -$3.1K 0.05% 306
2024
Q3
$1.54M Sell
29,877
-1,395
-4% -$71.9K 0.06% 295
2024
Q2
$1.55M Buy
31,272
+586
+2% +$29.1K 0.06% 270
2024
Q1
$1.79M Buy
30,686
+1,019
+3% +$59.4K 0.1% 151
2023
Q4
$1.87M Hold
29,667
0.12% 144
2023
Q3
$1.34M Hold
29,667
0.1% 159
2023
Q2
$1.52M Hold
29,667
0.11% 147
2023
Q1
$1.02M Hold
29,667
0.08% 194
2022
Q4
$1.35M Hold
29,667
0.13% 128
2022
Q3
$1.52M Buy
+29,667
New +$1.52M 0.15% 101