Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Hold
5,917
0.32% 89
2025
Q1
$1.44M Hold
5,917
0.38% 80
2024
Q4
$1.44M Sell
5,917
-425
-7% -$103K 0.37% 84
2024
Q3
$1.64M Sell
6,342
-425
-6% -$110K 0.41% 73
2024
Q2
$1.49M Sell
6,767
-36
-0.5% -$7.91K 0.4% 73
2024
Q1
$1.72M Hold
6,803
0.47% 63
2023
Q4
$1.63M Sell
6,803
-300
-4% -$71.7K 0.48% 60
2023
Q3
$1.44M Hold
7,103
0.47% 64
2023
Q2
$1.34M Hold
7,103
0.41% 76
2023
Q1
$1.26M Buy
7,103
+25
+0.4% +$4.45K 0.41% 76
2022
Q4
$1.14M Sell
7,078
-25
-0.4% -$4.03K 0.39% 77
2022
Q3
$1.25M Sell
7,103
-100
-1% -$17.6K 0.48% 63
2022
Q2
$1.45M Hold
7,203
0.37% 80
2022
Q1
$1.32M Buy
+7,203
New +$1.32M 0.29% 105
2021
Q4
Sell
-7,203
Closed -$1.67M 724
2021
Q3
$1.67M Sell
7,203
-110
-2% -$25.5K 0.39% 74
2021
Q2
$1.87M Hold
7,313
0.44% 65
2021
Q1
$2.24M Sell
7,313
-50
-0.7% -$15.3K 0.58% 48
2020
Q4
$1.96M Buy
+7,363
New +$1.96M 0.55% 54