Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
3,457
+53
+2% +$8.27K 0.11% 183
2025
Q1
$560K Hold
3,404
0.12% 172
2024
Q4
$555K Hold
3,404
0.12% 176
2024
Q3
$665K Hold
3,404
0.14% 158
2024
Q2
$590K Sell
3,404
-10,690
-76% -$1.85M 0.14% 163
2024
Q1
$2.38M Sell
14,094
-642
-4% -$109K 0.58% 50
2023
Q4
$2.91M Sell
14,736
-240
-2% -$47.4K 0.8% 33
2023
Q3
$2.61M Buy
14,976
+292
+2% +$50.8K 0.79% 30
2023
Q2
$2.53M Buy
14,684
+679
+5% +$117K 0.77% 30
2023
Q1
$2.33M Buy
14,005
+262
+2% +$43.6K 0.81% 26
2022
Q4
$2.01M Sell
13,743
-100
-0.7% -$14.7K 0.85% 34
2022
Q3
$2.05M Sell
13,843
-250
-2% -$37.1K 0.99% 27
2022
Q2
$2.42M Buy
14,093
+373
+3% +$64.1K 1.08% 22
2022
Q1
$2.59M Buy
13,720
+1,710
+14% +$322K 0.92% 25
2021
Q4
$2.93M Sell
12,010
-750
-6% -$183K 1.14% 18
2021
Q3
$2.48M Buy
+12,760
New +$2.48M 0.96% 18