Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
80,815
+33,487
+71% +$721K ﹤0.01% 2139
2025
Q1
$641K Sell
47,328
-28,468
-38% -$385K ﹤0.01% 2810
2024
Q4
$1.21M Buy
75,796
+32,417
+75% +$515K ﹤0.01% 2470
2024
Q3
$684K Buy
+43,379
New +$684K ﹤0.01% 2801
2024
Q2
Hold
0
-$13 4910
2024
Q1
Hold
0
-$17 4759
2023
Q4
Hold
0
-$3 4800
2023
Q3
Hold
0
-$3 4864
2023
Q2
Sell
-52
Closed -$1.27K 4773
2023
Q1
$1.27K Buy
+52
New +$1.27K ﹤0.01% 4415
2022
Q4
Hold
0
4924
2022
Q3
Hold
0
5469
2022
Q2
Hold
0
5784
2022
Q1
Hold
0
5639
2021
Q4
Hold
0
5261
2021
Q3
Hold
0
5546
2021
Q2
Hold
0
5663
2021
Q1
Hold
0
5604
2020
Q4
Hold
0
5304
2020
Q3
Hold
0
5161
2020
Q2
Hold
0
5167
2020
Q1
Hold
0
5223
2019
Q4
Hold
0
5209
2019
Q3
Hold
0
5195
2019
Q2
Hold
0
5190
2019
Q1
Hold
0
5170
2018
Q4
Hold
0
5127
2018
Q3
Hold
0
5151
2018
Q2
Hold
0
5102
2018
Q1
Hold
0
5039
2017
Q4
Hold
0
5032
2017
Q3
Hold
0
4887
2017
Q2
Hold
0
4998