Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
4,599
0.28% 87
2025
Q1
$292K Sell
4,599
-38
-0.8% -$2.41K 0.28% 99
2024
Q4
$351K Sell
4,637
-301
-6% -$22.8K 0.31% 85
2024
Q3
$378K Hold
4,938
0.33% 84
2024
Q2
$372K Sell
4,938
-133
-3% -$10K 0.34% 85
2024
Q1
$477K Sell
5,071
-71
-1% -$6.68K 0.43% 73
2023
Q4
$558K Buy
+5,142
New +$558K 0.55% 61
2023
Q2
$570K Sell
5,160
-8
-0.2% -$884 0.6% 50
2023
Q1
$634K Sell
5,168
-28
-0.5% -$3.44K 0.65% 37
2022
Q4
$608K Buy
+5,196
New +$608K 0.66% 40
2022
Q2
$531K Hold
5,196
0.58% 48
2022
Q1
$699K Sell
5,196
-308
-6% -$41.4K 0.64% 40
2021
Q4
$917K Sell
5,504
-9
-0.2% -$1.5K 0.88% 30
2021
Q3
$801K Buy
+5,513
New +$801K 0.78% 34