Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Buy
2,492
+75
+3% +$13.9K 0.15% 47
2025
Q1
$506K Buy
2,417
+6
+0.2% +$1.26K 0.19% 41
2024
Q4
$428K Sell
2,411
-100
-4% -$17.8K 0.17% 39
2024
Q3
$496K Hold
2,511
0.2% 39
2024
Q2
$431K Hold
2,511
0.19% 38
2024
Q1
$457K Sell
2,511
-310
-11% -$56.5K 0.2% 39
2023
Q4
$437K Sell
2,821
-200
-7% -$31K 0.22% 36
2023
Q3
$450K Hold
3,021
0.25% 32
2023
Q2
$407K Hold
3,021
0.22% 33
2023
Q1
$481K Hold
3,021
0.28% 32
2022
Q4
$488K Sell
3,021
-114
-4% -$18.4K 0.01% 36
2022
Q3
$421K Buy
3,135
+75
+2% +$10.1K 0.27% 34
2022
Q2
$469K Hold
3,060
0.34% 25
2022
Q1
$496K Hold
3,060
0.28% 18
2021
Q4
$414K Buy
+3,060
New +$414K 0.27% 15