Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Hold
2,067
0.23% 88
2025
Q1
$724K Hold
2,067
0.24% 86
2024
Q4
$653K Sell
2,067
-104
-5% -$32.9K 0.23% 95
2024
Q3
$597K Sell
2,171
-54
-2% -$14.8K 0.22% 98
2024
Q2
$584K Buy
2,225
+14
+0.6% +$3.68K 0.24% 94
2024
Q1
$617K Sell
2,211
-23
-1% -$6.42K 0.27% 87
2023
Q4
$582K Sell
2,234
-32
-1% -$8.34K 0.29% 83
2023
Q3
$521K Sell
2,266
-34
-1% -$7.82K 0.29% 85
2023
Q2
$546K Sell
2,300
-93
-4% -$22.1K 0.29% 82
2023
Q1
$540K Sell
2,393
-81
-3% -$18.3K 0.31% 81
2022
Q4
$514K Hold
2,474
0.32% 83
2022
Q3
$440K Buy
2,474
+130
+6% +$23.1K 0.31% 86
2022
Q2
$462K Sell
2,344
-56
-2% -$11K 0.32% 82
2022
Q1
$532K Sell
2,400
-50
-2% -$11.1K 0.32% 83
2021
Q4
$531K Buy
+2,450
New +$531K 0.33% 83