Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$709K Hold
5,212
0.22% 90
2025
Q1
$691K Hold
5,212
0.23% 91
2024
Q4
$590K Buy
5,212
+669
+15% +$75.7K 0.21% 102
2024
Q3
$518K Hold
4,543
0.19% 110
2024
Q2
$472K Sell
4,543
-74
-2% -$7.69K 0.19% 111
2024
Q1
$525K Sell
4,617
-296
-6% -$33.7K 0.23% 97
2023
Q4
$541K Buy
4,913
+8
+0.2% +$881 0.27% 87
2023
Q3
$475K Hold
4,905
0.26% 91
2023
Q2
$535K Buy
4,905
+27
+0.6% +$2.95K 0.29% 84
2023
Q1
$494K Sell
4,878
-180
-4% -$18.2K 0.28% 86
2022
Q4
$555K Sell
5,058
-525
-9% -$57.6K 0.34% 78
2022
Q3
$540K Sell
5,583
-80
-1% -$7.74K 0.38% 68
2022
Q2
$615K Buy
5,663
+45
+0.8% +$4.89K 0.43% 61
2022
Q1
$665K Buy
5,618
+200
+4% +$23.7K 0.4% 66
2021
Q4
$763K Buy
+5,418
New +$763K 0.47% 59