Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Hold
5,691
0.38% 55
2025
Q1
$1.77M Buy
5,691
+11
+0.2% +$3.43K 0.38% 55
2024
Q4
$1.48M Sell
5,680
-30
-0.5% -$7.82K 0.31% 63
2024
Q3
$1.84M Sell
5,710
-103
-2% -$33.2K 0.39% 54
2024
Q2
$1.82M Hold
5,813
0.41% 48
2024
Q1
$1.65M Hold
5,813
0.38% 56
2023
Q4
$1.67M Hold
5,813
0.41% 51
2023
Q3
$1.56M Hold
5,813
0.42% 45
2023
Q2
$1.29M Buy
5,813
+46
+0.8% +$10.2K 0.34% 56
2023
Q1
$1.39M Hold
5,767
0.39% 50
2022
Q4
$1.51M Hold
5,767
0.47% 44
2022
Q3
$1.3M Hold
5,767
0.43% 49
2022
Q2
$1.4M Hold
5,767
0.45% 47
2022
Q1
$1.4M Hold
5,767
0.39% 49
2021
Q4
$1.3M Sell
5,767
-700
-11% -$157K 0.36% 52
2021
Q3
$1.38M Buy
6,467
+87
+1% +$18.5K 0.4% 48
2021
Q2
$1.56M Hold
6,380
0.47% 42
2021
Q1
$1.59M Buy
6,380
+1,675
+36% +$417K 0.52% 35
2020
Q4
$1.08M Buy
4,705
+4,555
+3,037% +$1.05M 0.4% 45
2020
Q3
$38K Hold
150
0.02% 132
2020
Q2
$35K Hold
150
0.02% 127
2020
Q1
$30K Hold
150
0.02% 117
2019
Q4
$36K Hold
150
0.02% 139
2019
Q3
$29K Hold
150
0.01% 161
2019
Q2
$28K Hold
150
0.01% 167
2019
Q1
$28K Hold
150
0.01% 162
2018
Q4
$29K Hold
150
0.02% 153
2018
Q3
$31K Buy
+150
New +$31K 0.02% 152