Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Hold
59,583
0.02% 414
2025
Q1
$3.19M Sell
59,583
-8,253
-12% -$442K 0.02% 378
2024
Q4
$3.25M Buy
67,836
+7,808
+13% +$374K 0.02% 363
2024
Q3
$2.67M Hold
60,028
0.02% 407
2024
Q2
$2.56M Hold
60,028
0.02% 392
2024
Q1
$2.49M Buy
60,028
+1,093
+2% +$45.4K 0.02% 389
2023
Q4
$2.16M Buy
58,935
+16,350
+38% +$600K 0.01% 391
2023
Q3
$1.51M Hold
42,585
0.01% 420
2023
Q2
$1.45M Buy
42,585
+212
+0.5% +$7.2K 0.01% 438
2023
Q1
$1.46M Hold
42,373
0.01% 432
2022
Q4
$1.39M Sell
42,373
-1,000
-2% -$32.9K 0.01% 424
2022
Q3
$1.3M Buy
43,373
+1,976
+5% +$59.3K 0.01% 421
2022
Q2
$1.21M Sell
41,397
-1,000
-2% -$29.2K 0.01% 445
2022
Q1
$1.41M Sell
42,397
-1,907
-4% -$63.3K 0.01% 449
2021
Q4
$1.31M Sell
44,304
-1,712
-4% -$50.7K 0.01% 486
2021
Q3
$1.31M Hold
46,016
0.01% 481
2021
Q2
$1.36M Buy
+46,016
New +$1.36M 0.01% 416