Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
5,130
+1
+0% +$357 0.08% 76
2025
Q1
$2.02M Sell
5,129
-143
-3% -$56.4K 0.09% 71
2024
Q4
$1.89M Hold
5,272
0.09% 74
2024
Q3
$1.82M Hold
5,272
0.08% 71
2024
Q2
$1.55M Hold
5,272
0.07% 74
2024
Q1
$1.76M Hold
5,272
0.09% 68
2023
Q4
$1.53M Hold
5,272
0.08% 74
2023
Q3
$1.71M Hold
5,272
0.1% 68
2023
Q2
$1.82M Sell
5,272
-174
-3% -$60.1K 0.1% 68
2023
Q1
$1.72M Sell
5,446
-244
-4% -$76.9K 0.1% 68
2022
Q4
$1.71M Hold
5,690
0.1% 73
2022
Q3
$1.52M Hold
5,690
0.1% 68
2022
Q2
$1.53M Hold
5,690
0.09% 70
2022
Q1
$1.85M Sell
5,690
-200
-3% -$65.1K 0.11% 71
2021
Q4
$1.77M Hold
5,890
0.1% 73
2021
Q3
$1.68M Hold
5,890
0.11% 70
2021
Q2
$1.41M Hold
5,890
0.1% 72
2021
Q1
$1.36M Hold
5,890
0.1% 72
2020
Q4
$1.24M Sell
5,890
-342
-5% -$72.2K 0.1% 67
2020
Q3
$1.29M Buy
+6,232
New +$1.29M 0.11% 55