Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.47M Sell
89,713
-35
-0% -$2.52K 0.11% 165
2025
Q1
$5.48M Hold
89,748
0.09% 183
2024
Q4
$6.63M Hold
89,748
0.11% 175
2024
Q3
$8.83M Sell
89,748
-5,988
-6% -$589K 0.14% 141
2024
Q2
$7.05M Sell
95,736
-16,172
-14% -$1.19M 0.12% 161
2024
Q1
$8.79M Sell
111,908
-2,987
-3% -$235K 0.15% 127
2023
Q4
$9.17M Sell
114,895
-2,995
-3% -$239K 0.16% 118
2023
Q3
$7.49M Sell
117,890
-7,235
-6% -$460K 0.15% 135
2023
Q2
$7.04M Sell
125,125
-30
-0% -$1.69K 0.13% 156
2023
Q1
$6.14M Sell
125,155
-8,355
-6% -$410K 0.12% 173
2022
Q4
$5.91M Buy
133,510
+90
+0.1% +$3.99K 0.13% 168
2022
Q3
$5.54M Hold
133,420
0.13% 173
2022
Q2
$7.09M Sell
133,420
-27,920
-17% -$1.48M 0.15% 155
2022
Q1
$9.04M Hold
161,340
0.16% 142
2021
Q4
$8.69M Sell
161,340
-20,940
-11% -$1.13M 0.14% 163
2021
Q3
$9.35M Buy
182,280
+10
+0% +$513 0.16% 140
2021
Q2
$7.9M Sell
182,270
-140
-0.1% -$6.07K 0.14% 168
2021
Q1
$9.09M Sell
182,410
-80
-0% -$3.99K 0.17% 146
2020
Q4
$8.03M Buy
+182,490
New +$8.03M 0.15% 158