Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
1,919
-192
-9% -$27.9K 0.07% 174
2025
Q1
$326K Sell
2,111
-161
-7% -$24.8K 0.1% 154
2024
Q4
$319K Sell
2,272
-1,992
-47% -$279K 0.09% 159
2024
Q3
$572K Buy
4,264
+95
+2% +$12.7K 0.16% 105
2024
Q2
$494K Buy
4,169
+374
+10% +$44.3K 0.15% 118
2024
Q1
$466K Buy
3,795
+99
+3% +$12.2K 0.13% 121
2023
Q4
$440K Sell
3,696
-12
-0.3% -$1.43K 0.14% 122
2023
Q3
$428K Buy
3,708
+298
+9% +$34.4K 0.15% 108
2023
Q2
$381K Buy
3,410
+194
+6% +$21.7K 0.13% 120
2023
Q1
$368K Buy
3,216
+537
+20% +$61.5K 0.13% 117
2022
Q4
$310K Buy
+2,679
New +$310K 0.12% 137
2022
Q3
Hold
0
132