Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Hold
1,416
0.31% 64
2025
Q1
$466K Sell
1,416
-20
-1% -$6.58K 0.37% 63
2024
Q4
$397K Hold
1,436
0.29% 74
2024
Q3
$497K Hold
1,436
0.4% 59
2024
Q2
$475K Buy
1,436
+60
+4% +$19.8K 0.4% 58
2024
Q1
$500K Hold
1,376
0.46% 59
2023
Q4
$412K Sell
1,376
-12
-0.9% -$3.59K 0.39% 65
2023
Q3
$397K Sell
1,388
-41
-3% -$11.7K 0.46% 60
2023
Q2
$401K Sell
1,429
-56
-4% -$15.7K 0.45% 58
2023
Q1
$379K Sell
1,485
-85
-5% -$21.7K 0.48% 58
2022
Q4
$520K Buy
1,570
+6
+0.4% +$1.99K 0.71% 51
2022
Q3
$451K Buy
1,564
+25
+2% +$7.21K 0.66% 53
2022
Q2
$424K Hold
1,539
0.53% 57
2022
Q1
$386K Hold
1,539
0.47% 59
2021
Q4
$353K Buy
+1,539
New +$353K 0.35% 73