Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Hold
5,920
0.72% 32
2025
Q1
$1.47M Buy
5,920
+114
+2% +$28.3K 0.66% 34
2024
Q4
$1.28M Buy
5,806
+1,305
+29% +$287K 0.58% 40
2024
Q3
$995K Hold
4,501
0.48% 51
2024
Q2
$778K Sell
4,501
-50
-1% -$8.65K 0.41% 61
2024
Q1
$869K Hold
4,551
0.49% 54
2023
Q4
$744K Hold
4,551
0.45% 60
2023
Q3
$639K Hold
4,551
0.45% 63
2023
Q2
$609K Hold
4,551
0.42% 67
2023
Q1
$597K Hold
4,551
0.45% 64
2022
Q4
$641K Sell
4,551
-550
-11% -$77.5K 0.42% 71
2022
Q3
$606K Sell
5,101
-200
-4% -$23.8K 0.46% 71
2022
Q2
$748K Hold
5,301
0.52% 65
2022
Q1
$689K Sell
5,301
-305
-5% -$39.6K 0.43% 77
2021
Q4
$749K Buy
+5,606
New +$749K 0.66% 47