Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
42,296
+3,295
+8% +$158K 0.02% 729
2025
Q1
$1.89M Hold
39,001
0.02% 752
2024
Q4
$1.9M Hold
39,001
0.02% 782
2024
Q3
$2.42M Sell
39,001
-1,734
-4% -$108K 0.03% 664
2024
Q2
$2.33M Sell
40,735
-3,256
-7% -$186K 0.03% 681
2024
Q1
$2.54M Sell
43,991
-605
-1% -$34.9K 0.03% 677
2023
Q4
$3.05M Buy
44,596
+2,940
+7% +$201K 0.04% 558
2023
Q3
$2.37M Sell
41,656
-1,010
-2% -$57.4K 0.03% 637
2023
Q2
$2.55M Buy
42,666
+181
+0.4% +$10.8K 0.03% 635
2023
Q1
$2.69M Buy
42,485
+180
+0.4% +$11.4K 0.04% 591
2022
Q4
$2.63M Hold
42,305
0.03% 603
2022
Q3
$2.12M Buy
42,305
+1,310
+3% +$65.6K 0.03% 695
2022
Q2
$2.3M Sell
40,995
-2,920
-7% -$164K 0.03% 717
2022
Q1
$3.03M Buy
43,915
+18,338
+72% +$1.26M 0.03% 631
2021
Q4
$1.38M Buy
+25,577
New +$1.38M 0.01% 1217