Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
7,580
-314
-4% -$58.3K 0.44% 39
2025
Q1
$1.65M Hold
7,894
0.56% 36
2024
Q4
$1.4M Buy
7,894
+119
+2% +$21.1K 0.43% 44
2024
Q3
$1.54M Sell
7,775
-100
-1% -$19.7K 0.47% 43
2024
Q2
$1.35M Sell
7,875
-150
-2% -$25.7K 0.44% 47
2024
Q1
$1.46M Hold
8,025
0.49% 46
2023
Q4
$1.24M Hold
8,025
0.45% 48
2023
Q3
$1.2M Sell
8,025
-150
-2% -$22.4K 0.48% 50
2023
Q2
$1.1M Sell
8,175
-600
-7% -$80.8K 0.41% 51
2023
Q1
$1.4M Buy
8,775
+5
+0.1% +$797 0.55% 46
2022
Q4
$1.42M Sell
8,770
-150
-2% -$24.2K 0.6% 42
2022
Q3
$1.2M Sell
8,920
-675
-7% -$90.6K 0.57% 45
2022
Q2
$1.47M Hold
9,595
0.66% 42
2022
Q1
$1.56M Buy
9,595
+268
+3% +$43.4K 0.56% 47
2021
Q4
$1.26M Sell
9,327
-580
-6% -$78.5K 0.39% 56
2021
Q3
$1.07M Sell
9,907
-15
-0.2% -$1.62K 0.4% 53
2021
Q2
$1.12M Hold
9,922
0.42% 55
2021
Q1
$1.07M Sell
9,922
-25
-0.3% -$2.71K 0.46% 52
2020
Q4
$1.07M Buy
9,947
+127
+1% +$13.6K 0.44% 53
2020
Q3
$860K Buy
9,820
+340
+4% +$29.8K 0.4% 53
2020
Q2
$931K Buy
9,480
+1,525
+19% +$150K 0.51% 48
2020
Q1
$606K Buy
7,955
+490
+7% +$37.3K 0.44% 51
2019
Q4
$661K Hold
7,465
0.4% 50
2019
Q3
$565K Buy
7,465
+190
+3% +$14.4K 0.39% 48
2019
Q2
$529K Buy
7,275
+140
+2% +$10.2K 0.38% 51
2019
Q1
$575K Buy
7,135
+400
+6% +$32.2K 0.44% 46
2018
Q4
$621K Buy
+6,735
New +$621K 0.61% 36