Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.65M Buy
33,188
+10,110
+44% +$806K 0.11% 64
2025
Q1
$1.86M Hold
23,078
0.08% 87
2024
Q4
$2.21M Buy
23,078
+2,096
+10% +$200K 0.09% 70
2024
Q3
$2.12M Hold
20,982
0.09% 77
2024
Q2
$1.89M Sell
20,982
-3,442
-14% -$310K 0.09% 87
2024
Q1
$2.66M Hold
24,424
0.12% 46
2023
Q4
$2.89M Hold
24,424
0.15% 28
2023
Q3
$2.6M Buy
24,424
+278
+1% +$29.6K 0.14% 26
2023
Q2
$2.17M Buy
24,146
+8,930
+59% +$803K 0.12% 39
2023
Q1
$1.19M Buy
15,216
+400
+3% +$31.3K 0.07% 77
2022
Q4
$1.25M Buy
+14,816
New +$1.25M 0.07% 70