Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Hold
16,558
0.04% 242
2025
Q1
$1.21M Hold
16,558
0.05% 240
2024
Q4
$1.04M Sell
16,558
-600
-3% -$37.6K 0.04% 252
2024
Q3
$1.13M Buy
17,158
+4,050
+31% +$267K 0.05% 246
2024
Q2
$946K Buy
13,108
+350
+3% +$25.3K 0.05% 258
2024
Q1
$855K Hold
12,758
0.04% 273
2023
Q4
$839K Hold
12,758
0.04% 269
2023
Q3
$821K Sell
12,758
-386
-3% -$24.9K 0.04% 253
2023
Q2
$794K Sell
13,144
-608
-4% -$36.7K 0.04% 269
2023
Q1
$791K Buy
13,752
+114
+0.8% +$6.56K 0.04% 271
2022
Q4
$777K Buy
13,638
+8,700
+176% +$495K 0.04% 272
2022
Q3
$246K Hold
4,938
0.02% 386
2022
Q2
$258K Buy
4,938
+160
+3% +$8.36K 0.02% 381
2022
Q1
$262K Buy
+4,778
New +$262K 0.01% 393