Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Hold
4,408
0.16% 149
2025
Q1
$1.33M Sell
4,408
-2,608
-37% -$788K 0.2% 124
2024
Q4
$1.94M Buy
7,016
+373
+6% +$103K 0.27% 66
2024
Q3
$1.92M Sell
6,643
-623
-9% -$180K 0.26% 74
2024
Q2
$1.85M Hold
7,266
0.27% 71
2024
Q1
$1.88M Buy
7,266
+1,447
+25% +$375K 0.27% 72
2023
Q4
$1.32M Sell
5,819
-576
-9% -$130K 0.22% 92
2023
Q3
$1.33M Sell
6,395
-368
-5% -$76.6K 0.25% 82
2023
Q2
$1.3M Buy
6,763
+182
+3% +$35K 0.25% 90
2023
Q1
$1.28M Sell
6,581
-343
-5% -$66.6K 0.26% 89
2022
Q4
$1.53M Buy
6,924
+425
+7% +$93.8K 0.32% 74
2022
Q3
$1.18M Buy
6,499
+1,089
+20% +$198K 0.29% 81
2022
Q2
$1.06M Sell
5,410
-1,234
-19% -$242K 0.23% 106
2022
Q1
$1.42M Buy
6,644
+2,071
+45% +$443K 0.32% 74
2021
Q4
$884K Buy
4,573
+2,106
+85% +$407K 0.2% 157
2021
Q3
$428K Buy
+2,467
New +$428K 0.12% 233