Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
16,466
+5,770
+54% +$554K 1.06% 25
2025
Q1
$1.07M Sell
10,696
-820
-7% -$82.3K 0.71% 40
2024
Q4
$1.03M Buy
11,516
+250
+2% +$22.3K 0.69% 41
2024
Q3
$985K Hold
11,266
0.71% 42
2024
Q2
$801K Hold
11,266
0.62% 42
2024
Q1
$833K Sell
11,266
-120
-1% -$8.88K 0.61% 43
2023
Q4
$824K Sell
11,386
-250
-2% -$18.1K 0.73% 41
2023
Q3
$871K Sell
11,636
-11
-0.1% -$823 0.83% 37
2023
Q2
$951K Hold
11,647
0.88% 35
2023
Q1
$1.01M Sell
11,647
-267
-2% -$23.1K 0.95% 30
2022
Q4
$1.06M Hold
11,914
1.01% 28
2022
Q3
$960K Buy
11,914
+400
+3% +$32.2K 1.04% 28
2022
Q2
$1.04M Buy
11,514
+500
+5% +$45.2K 1.07% 26
2022
Q1
$1.03M Sell
11,014
-2,434
-18% -$228K 0.94% 30
2021
Q4
$1.2M Buy
+13,448
New +$1.2M 1.07% 26
2019
Q4
$966K Buy
+12,578
New +$966K 0.95% 28