Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Hold
5,554
0.38% 31
2025
Q1
$1.06M Buy
5,554
+74
+1% +$14.1K 0.34% 29
2024
Q4
$1.2M Sell
5,480
-48
-0.9% -$10.5K 0.39% 29
2024
Q3
$1.03M Hold
5,528
0.33% 30
2024
Q2
$1.07M Buy
5,528
+48
+0.9% +$9.28K 0.37% 30
2024
Q1
$988K Hold
5,480
0.34% 29
2023
Q4
$833K Sell
5,480
-40
-0.7% -$6.08K 0.32% 30
2023
Q3
$697K Sell
5,520
-220
-4% -$27.8K 0.29% 32
2023
Q2
$748K Sell
5,740
-460
-7% -$60K 0.31% 33
2023
Q1
$634K Buy
6,200
+3,260
+111% +$333K 0.27% 32
2022
Q4
$247K Buy
+2,940
New +$247K 0.17% 46