Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Sell
7,157
-87
-1% -$25.6K 0.02% 710
2025
Q1
$1.93M Sell
7,244
-243
-3% -$64.7K 0.02% 740
2024
Q4
$1.88M Sell
7,487
-419
-5% -$105K 0.02% 788
2024
Q3
$1.74M Sell
7,906
-339
-4% -$74.6K 0.02% 858
2024
Q2
$1.42M Sell
8,245
-413
-5% -$71.1K 0.02% 932
2024
Q1
$1.64M Sell
8,658
-232
-3% -$44K 0.02% 911
2023
Q4
$1.59M Sell
8,890
-470
-5% -$84.1K 0.02% 950
2023
Q3
$1.51M Sell
9,360
-369
-4% -$59.5K 0.02% 898
2023
Q2
$1.42M Buy
9,729
+287
+3% +$42K 0.02% 962
2023
Q1
$1.38M Sell
9,442
-365
-4% -$53.2K 0.02% 977
2022
Q4
$1.41M Buy
9,807
+564
+6% +$80.9K 0.02% 984
2022
Q3
$1.34M Sell
9,243
-318
-3% -$46K 0.02% 1016
2022
Q2
$1.46M Sell
9,561
-15
-0.2% -$2.3K 0.02% 1012
2022
Q1
$2M Hold
9,576
0.02% 923
2021
Q4
$2.34M Buy
+9,576
New +$2.34M 0.02% 860