Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.96M Hold
39,660
0.1% 54
2025
Q1
$4.17M Hold
39,660
0.13% 49
2024
Q4
$3.13M Sell
39,660
-1,474
-4% -$116K 0.1% 57
2024
Q3
$3.06M Hold
41,134
0.09% 65
2024
Q2
$3.85M Hold
41,134
0.12% 55
2024
Q1
$4.3M Hold
41,134
0.14% 56
2023
Q4
$3.72M Hold
41,134
0.15% 51
2023
Q3
$3.35M Hold
41,134
0.16% 52
2023
Q2
$2.85M Hold
41,134
0.14% 55
2023
Q1
$3.55M Buy
41,134
+1,903
+5% +$164K 0.17% 47
2022
Q4
$2.68M Hold
39,231
0.16% 50
2022
Q3
$2.23M Buy
39,231
+3,234
+9% +$184K 0.15% 59
2022
Q2
$3.25M Buy
35,997
+1,516
+4% +$137K 0.2% 48
2022
Q1
$5.21M Buy
34,481
+3,749
+12% +$566K 0.26% 43
2021
Q4
$6.89M Sell
30,732
-880
-3% -$197K 0.26% 41
2021
Q3
$7.5M Buy
31,612
+22,468
+246% +$5.33M 0.33% 44
2021
Q2
$2.24M Buy
+9,144
New +$2.24M 0.11% 70