Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
19,071
-139
-0.7% -$9.79K 0.69% 34
2025
Q1
$1.41M Hold
19,210
0.82% 31
2024
Q4
$1.2M Sell
19,210
-1,439
-7% -$90.2K 0.67% 40
2024
Q3
$1.36M Hold
20,649
0.72% 34
2024
Q2
$1.49M Buy
20,649
+1,132
+6% +$81.7K 0.97% 24
2024
Q1
$1.31M Buy
19,517
+848
+5% +$56.9K 0.91% 28
2023
Q4
$1.23M Buy
18,669
+92
+0.5% +$6.05K 0.91% 27
2023
Q3
$1.2M Hold
18,577
1.03% 29
2023
Q2
$1.12M Buy
18,577
+750
+4% +$45.3K 0.94% 31
2023
Q1
$1.03M Sell
17,827
-4,923
-22% -$283K 0.89% 32
2022
Q4
$1.3M Buy
22,750
+994
+5% +$56.6K 1.08% 25
2022
Q3
$1.08M Sell
21,756
-680
-3% -$33.9K 0.95% 26
2022
Q2
$1.17M Buy
22,436
+873
+4% +$45.6K 0.9% 25
2022
Q1
$1.18M Buy
+21,563
New +$1.18M 0.78% 31