Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
1,272
-468
-27% -$96K 0.51% 47
2025
Q1
$387K Sell
1,740
-648
-27% -$144K 0.64% 36
2024
Q4
$598K Sell
2,388
-184
-7% -$46.1K 0.98% 27
2024
Q3
$599K Sell
2,572
-131
-5% -$30.5K 0.46% 26
2024
Q2
$569K Buy
2,703
+1,150
+74% +$242K 0.42% 26
2024
Q1
$266K Sell
1,553
-625
-29% -$107K 0.19% 38
2023
Q4
$419K Sell
2,178
-47
-2% -$9.05K 0.32% 24
2023
Q3
$381K Sell
2,225
-796
-26% -$136K 0.32% 24
2023
Q2
$586K Buy
3,021
+362
+14% +$70.2K 0.47% 23
2023
Q1
$439K Buy
2,659
+426
+19% +$70.3K 0.37% 24
2022
Q4
$290K Buy
+2,233
New +$290K 0.28% 29