Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$534K Hold
18,455
0.46% 57
2025
Q1
$522K Sell
18,455
-72
-0.4% -$2.04K 0.5% 57
2024
Q4
$422K Sell
18,527
-673
-4% -$15.3K 0.38% 72
2024
Q3
$428K Sell
19,200
-36
-0.2% -$803 0.38% 77
2024
Q2
$368K Sell
19,236
-632
-3% -$12.1K 0.33% 87
2024
Q1
$350K Sell
19,868
-234
-1% -$4.12K 0.32% 96
2023
Q4
$337K Buy
+20,102
New +$337K 0.33% 96
2023
Q2
$322K Sell
20,212
-16
-0.1% -$255 0.34% 97
2023
Q1
$389K Sell
20,228
-53
-0.3% -$1.02K 0.4% 81
2022
Q4
$373K Buy
+20,281
New +$373K 0.4% 83
2022
Q2
$425K Sell
20,281
-6,571
-24% -$138K 0.47% 66
2022
Q1
$479K Hold
26,852
0.44% 70
2021
Q4
$499K Sell
26,852
-1,262
-4% -$23.5K 0.48% 66
2021
Q3
$574K Buy
+28,114
New +$574K 0.56% 54