Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Hold
49,741
0.12% 164
2025
Q1
$1.66M Sell
49,741
-2,000
-4% -$66.8K 0.1% 211
2024
Q4
$1.91M Hold
51,741
0.1% 192
2024
Q3
$1.71M Hold
51,741
0.09% 222
2024
Q2
$1.56M Hold
51,741
0.09% 204
2024
Q1
$1.53M Sell
51,741
-14,609
-22% -$432K 0.09% 235
2023
Q4
$1.52M Hold
66,350
0.09% 217
2023
Q3
$1.35M Hold
66,350
0.09% 210
2023
Q2
$1.38M Hold
66,350
0.09% 223
2023
Q1
$1.14M Sell
66,350
-14,597
-18% -$252K 0.08% 232
2022
Q4
$1.31M Sell
80,947
-103,759
-56% -$1.68M 0.1% 203
2022
Q3
$2.32M Buy
+184,706
New +$2.32M 0.2% 120