Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Hold
60,495
0.33% 63
2025
Q1
$1.41M Sell
60,495
-23,088
-28% -$538K 0.34% 65
2024
Q4
$2.4M Sell
83,583
-19,629
-19% -$564K 0.56% 50
2024
Q3
$3.06M Buy
103,212
+699
+0.7% +$20.8K 0.7% 50
2024
Q2
$3.46M Hold
102,513
0.86% 39
2024
Q1
$3.7M Sell
102,513
-4,063
-4% -$147K 0.92% 40
2023
Q4
$3.48M Buy
106,576
+237
+0.2% +$7.74K 0.91% 40
2023
Q3
$3.46M Hold
106,339
1.01% 38
2023
Q2
$3.11M Sell
106,339
-395
-0.4% -$11.6K 0.86% 40
2023
Q1
$2.99M Buy
106,734
+88
+0.1% +$2.47K 0.89% 38
2022
Q4
$2.91M Buy
+106,646
New +$2.91M 0.9% 36