Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.03M Sell
57,213
-250
-0.4% -$17.6K ﹤0.01% 140
2025
Q1
$4.21M Sell
57,463
-150
-0.3% -$11K ﹤0.01% 135
2024
Q4
$3.61M Hold
57,613
﹤0.01% 139
2024
Q3
$3.8M Sell
57,613
-100
-0.2% -$6.6K ﹤0.01% 138
2024
Q2
$4.17M Sell
57,713
-500
-0.9% -$36.1K ﹤0.01% 133
2024
Q1
$3.9M Sell
58,213
-600
-1% -$40.2K ﹤0.01% 133
2023
Q4
$3.87M Sell
58,813
-1,200
-2% -$79K ﹤0.01% 132
2023
Q3
$3.86M Sell
60,013
-200
-0.3% -$12.9K ﹤0.01% 132
2023
Q2
$3.64M Sell
60,213
-2,700
-4% -$163K ﹤0.01% 127
2023
Q1
$3.62M Sell
62,913
-1,733
-3% -$99.7K ﹤0.01% 131
2022
Q4
$3.68M Sell
64,646
-1,675
-3% -$95.4K ﹤0.01% 128
2022
Q3
$3.3M Sell
66,321
-968
-1% -$48.2K ﹤0.01% 130
2022
Q2
$3.52M Sell
67,289
-4,435
-6% -$232K ﹤0.01% 128
2022
Q1
$3.94M Buy
+71,724
New +$3.94M ﹤0.01% 128