Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Buy
7,393
+4
+0.1% +$1.43K 0.8% 26
2025
Q1
$2.01M Hold
7,389
0.68% 29
2024
Q4
$2.45M Buy
7,389
+6,136
+490% +$2.04M 0.84% 21
2024
Q3
$415K Hold
1,253
0.14% 74
2024
Q2
$393K Hold
1,253
0.14% 69
2024
Q1
$392K Sell
1,253
-11
-0.9% -$3.44K 0.14% 73
2023
Q4
$304K Hold
1,264
0.12% 77
2023
Q3
$270K Sell
1,264
-16
-1% -$3.41K 0.11% 80
2023
Q2
$257K Hold
1,280
0.11% 79
2023
Q1
$219K Hold
1,280
0.1% 63
2022
Q4
$201K Buy
+1,280
New +$201K 0.11% 55