Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Sell
8,954
-265
-3% -$54.4K 1.04% 17
2025
Q1
$2.05M Hold
9,219
1.16% 14
2024
Q4
$2.31M Hold
9,219
1.32% 14
2024
Q3
$2.15M Hold
9,219
1.22% 14
2024
Q2
$1.94M Hold
9,219
1.24% 13
2024
Q1
$2.09M Hold
9,219
1.23% 13
2023
Q4
$1.77M Hold
9,219
1.19% 14
2023
Q3
$1.58M Buy
9,219
+188
+2% +$32.2K 1.11% 17
2023
Q2
$1.75M Sell
9,031
-2,920
-24% -$566K 1.2% 14
2023
Q1
$2.03M Buy
11,951
+9,955
+499% +$1.69M 1.25% 13
2022
Q4
$295K Buy
+1,996
New +$295K 0.23% 35