Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
20,653
-3,138
-13% -$270K 0.07% 78
2025
Q1
$1.98M Hold
23,791
0.09% 72
2024
Q4
$1.99M Hold
23,791
0.09% 71
2024
Q3
$2.08M Hold
23,791
0.09% 67
2024
Q2
$1.89M Buy
23,791
+1,500
+7% +$119K 0.09% 67
2024
Q1
$2.08M Hold
22,291
0.1% 65
2023
Q4
$1.93M Buy
22,291
+900
+4% +$78.1K 0.1% 69
2023
Q3
$1.56M Hold
21,391
0.09% 71
2023
Q2
$1.85M Hold
21,391
0.11% 67
2023
Q1
$1.56M Hold
21,391
0.09% 69
2022
Q4
$1.44M Hold
21,391
0.08% 77
2022
Q3
$1.28M Hold
21,391
0.08% 72
2022
Q2
$1.27M Hold
21,391
0.08% 72
2022
Q1
$1.49M Hold
21,391
0.09% 75
2021
Q4
$1.73M Hold
21,391
0.1% 74
2021
Q3
$1.5M Hold
21,391
0.1% 71
2021
Q2
$1.62M Sell
21,391
-1,564
-7% -$118K 0.11% 69
2021
Q1
$1.64M Buy
+22,955
New +$1.64M 0.12% 67