Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
2,301
+14
+0.6% +$12.5K 0.25% 111
2025
Q1
$1.55M Hold
2,287
0.21% 151
2024
Q4
$1.44M Sell
2,287
-2,577
-53% -$1.62M 0.19% 189
2024
Q3
$3.77M Hold
4,864
0.47% 33
2024
Q2
$4.01M Sell
4,864
-2,281
-32% -$1.88M 0.54% 24
2024
Q1
$4.99M Sell
7,145
-1,332
-16% -$930K 0.6% 25
2023
Q4
$4.93M Hold
8,477
0.64% 23
2023
Q3
$3.89M Sell
8,477
-1,133
-12% -$520K 0.56% 32
2023
Q2
$4.66M Hold
9,610
0.63% 19
2023
Q1
$3.84M Hold
9,610
0.7% 14
2022
Q4
$3.62M Buy
+9,610
New +$3.62M 0.69% 14