Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
6,171
+40
+0.7% +$14.3K 0.27% 98
2025
Q1
$2.45M Hold
6,131
0.32% 91
2024
Q4
$2.2M Hold
6,131
0.28% 96
2024
Q3
$2.12M Hold
6,131
0.26% 107
2024
Q2
$1.8M Buy
6,131
+972
+19% +$285K 0.25% 114
2024
Q1
$1.72M Hold
5,159
0.24% 113
2023
Q4
$1.5M Sell
5,159
-100
-2% -$29.1K 0.22% 119
2023
Q3
$1.71M Sell
5,259
-25
-0.5% -$8.11K 0.27% 106
2023
Q2
$1.82M Hold
5,284
0.27% 105
2023
Q1
$1.67M Buy
5,284
+375
+8% +$118K 0.26% 111
2022
Q4
$1.47M Sell
4,909
-150
-3% -$45K 0.22% 114
2022
Q3
$1.36M Buy
+5,059
New +$1.36M 0.22% 115