Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
3,060
-170
-5% -$60.7K 0.69% 34
2025
Q1
$878K Hold
3,230
0.59% 45
2024
Q4
$1.07M Hold
3,230
0.75% 33
2024
Q3
$1.07M Sell
3,230
-11
-0.3% -$3.65K 0.67% 37
2024
Q2
$1.02M Buy
3,241
+120
+4% +$37.6K 0.71% 36
2024
Q1
$976K Buy
3,121
+22
+0.7% +$6.88K 0.69% 39
2023
Q4
$746K Sell
3,099
-211
-6% -$50.8K 0.58% 49
2023
Q3
$706K Buy
3,310
+1
+0% +$213 0.62% 52
2023
Q2
$665K Buy
3,309
+20
+0.6% +$4.02K 0.56% 59
2023
Q1
$564K Sell
3,289
-235
-7% -$40.3K 0.5% 66
2022
Q4
$553K Buy
3,524
+29
+0.8% +$4.55K 0.53% 55
2022
Q3
$466K Buy
+3,495
New +$466K 0.52% 59