Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$846K Sell
10,691
-463
-4% -$36.7K 0.56% 43
2025
Q1
$1M Sell
11,154
-343
-3% -$30.8K 0.79% 35
2024
Q4
$1.14M Hold
11,497
0.83% 33
2024
Q3
$1.31M Hold
11,497
1.04% 30
2024
Q2
$1.42M Buy
11,497
+120
+1% +$14.9K 1.19% 26
2024
Q1
$1.5M Buy
11,377
+113
+1% +$14.9K 1.39% 25
2023
Q4
$1.23M Hold
11,264
1.17% 28
2023
Q3
$1.16M Buy
11,264
+32
+0.3% +$3.29K 1.34% 22
2023
Q2
$1.3M Buy
11,232
+62
+0.6% +$7.15K 1.44% 21
2023
Q1
$1.19M Hold
11,170
1.49% 20
2022
Q4
$1.24M Buy
11,170
+70
+0.6% +$7.77K 1.69% 17
2022
Q3
$972K Hold
11,100
1.42% 22
2022
Q2
$992K Hold
11,100
1.23% 24
2022
Q1
$937K Hold
11,100
1.13% 31
2021
Q4
$851K Buy
+11,100
New +$851K 0.84% 36