Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
7,726
+19
+0.2% +$4.23K 0.81% 19
2025
Q1
$1.4M Hold
7,707
0.69% 22
2024
Q4
$1.36M Hold
7,707
0.65% 25
2024
Q3
$1.16M Hold
7,707
0.58% 27
2024
Q2
$1.44M Sell
7,707
-13
-0.2% -$2.42K 0.72% 21
2024
Q1
$1.4M Sell
7,720
-14
-0.2% -$2.54K 0.75% 22
2023
Q4
$1.77M Sell
7,734
-243
-3% -$55.6K 1.06% 18
2023
Q3
$1.51M Sell
7,977
-51
-0.6% -$9.63K 1% 19
2023
Q2
$1.91M Sell
8,028
-965
-11% -$230K 1.21% 17
2023
Q1
$1.91M Sell
8,993
-188
-2% -$39.9K 1.38% 16
2022
Q4
$1.75M Sell
9,181
-346
-4% -$65.9K 1.22% 18
2022
Q3
$1.15M Sell
9,527
-164
-2% -$19.9K 0.87% 23
2022
Q2
$1.33M Buy
9,691
+114
+1% +$15.6K 1.14% 18
2022
Q1
$1.83M Sell
9,577
-358
-4% -$68.6K 1.42% 14
2021
Q4
$2.15M Buy
9,935
+493
+5% +$106K 1.6% 12
2021
Q3
$2.08M Buy
9,442
+293
+3% +$64.5K 1.8% 11
2021
Q2
$2.19M Buy
+9,149
New +$2.19M 1.96% 11