Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$779K Hold
10,962
0.15% 73
2025
Q1
$626K Hold
10,962
0.13% 71
2024
Q4
$829K Sell
10,962
-129
-1% -$9.76K 0.17% 60
2024
Q3
$980K Sell
11,091
-220
-2% -$19.4K 0.21% 57
2024
Q2
$853K Hold
11,311
0.19% 61
2024
Q1
$1.06M Hold
11,311
0.24% 51
2023
Q4
$1.23M Hold
11,311
0.3% 43
2023
Q3
$1.08M Hold
11,311
0.28% 45
2023
Q2
$1.25M Hold
11,311
0.32% 43
2023
Q1
$1.39M Hold
11,311
0.38% 43
2022
Q4
$1.32M Buy
11,311
+54
+0.5% +$6.32K 0.38% 40
2022
Q3
$936K Hold
11,257
0.29% 46
2022
Q2
$1.15M Hold
11,257
0.32% 43
2022
Q1
$1.52M Buy
+11,257
New +$1.52M 0.35% 42