Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
3,197
-328
-9% -$26.7K 0.01% 311
2025
Q1
$213K Buy
3,525
+530
+18% +$32K 0.01% 314
2024
Q4
$254K Sell
2,995
-1,378
-32% -$117K 0.01% 274
2024
Q3
$269K Sell
4,373
-1,542
-26% -$95K 0.01% 271
2024
Q2
$285K Sell
5,915
-1,352
-19% -$65.1K 0.01% 267
2024
Q1
$359K Sell
7,267
-1,302
-15% -$64.4K 0.01% 258
2023
Q4
$386K Sell
8,569
-495
-5% -$22.3K 0.02% 246
2023
Q3
$428K Sell
9,064
-2,095
-19% -$99K 0.02% 226
2023
Q2
$474K Buy
11,159
+1,692
+18% +$71.9K 0.02% 248
2023
Q1
$497K Buy
+9,467
New +$497K 0.03% 222