Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.24M Sell
14,390
-115
-0.8% -$33.9K 1.42% 22
2025
Q1
$3.61M Buy
14,505
+95
+0.7% +$23.6K 1.4% 21
2024
Q4
$3.17M Buy
14,410
+35
+0.2% +$7.69K 1.27% 21
2024
Q3
$3.18M Hold
14,375
1.37% 22
2024
Q2
$2.49M Buy
+14,375
New +$2.49M 1.1% 26
2023
Q1
Sell
-753
Closed -$106K 201
2022
Q4
$106K Buy
+753
New +$106K 0.06% 126
2021
Q1
Sell
-2,377
Closed -$286K 139
2020
Q4
$286K Buy
2,377
+35
+1% +$4.21K 0.18% 105
2020
Q3
$272K Buy
2,342
+62
+3% +$7.2K 0.2% 98
2020
Q2
$263K Buy
+2,280
New +$263K 0.23% 87
2019
Q4
$297K Buy
+2,322
New +$297K 0.3% 85