Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Sell
30,625
-88
-0.3% -$7.23K 1.02% 30
2025
Q1
$1.73M Sell
30,713
-2,982
-9% -$168K 0.79% 41
2024
Q4
$2.8M Sell
33,695
-1,905
-5% -$159K 1.21% 29
2024
Q3
$2.19M Sell
35,600
-160
-0.4% -$9.85K 0.91% 34
2024
Q2
$1.68M Sell
35,760
-300
-0.8% -$14.1K 0.72% 41
2024
Q1
$1.79M Sell
36,060
-20
-0.1% -$995 0.8% 36
2023
Q4
$1.65M Hold
36,080
0.81% 39
2023
Q3
$1.58M Sell
36,080
-30
-0.1% -$1.31K 0.86% 39
2023
Q2
$1.55M Sell
36,110
-20
-0.1% -$858 0.88% 38
2023
Q1
$1.82M Buy
36,130
+36,030
+36,030% +$1.81M 1.09% 32
2022
Q4
$4.97K Hold
100
﹤0.01% 353
2022
Q3
$4K Hold
100
﹤0.01% 378
2022
Q2
$5K Hold
100
﹤0.01% 366
2022
Q1
$7K Hold
100
﹤0.01% 336
2021
Q4
$7K Hold
100
﹤0.01% 335
2021
Q3
$5K Buy
+100
New +$5K ﹤0.01% 356