Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Sell
2,732
-82
-3% -$18.6K 0.22% 64
2025
Q1
$467K Sell
2,814
-54
-2% -$8.96K 0.21% 79
2024
Q4
$566K Sell
2,868
-293
-9% -$57.9K 0.27% 57
2024
Q3
$549K Sell
3,161
-42
-1% -$7.29K 0.26% 58
2024
Q2
$557K Sell
3,203
-446
-12% -$77.5K 0.29% 52
2024
Q1
$496K Sell
3,649
-1,196
-25% -$163K 0.26% 56
2023
Q4
$504K Buy
4,845
+532
+12% +$55.3K 0.28% 52
2023
Q3
$375K Buy
4,313
+199
+5% +$17.3K 0.24% 67
2023
Q2
$415K Buy
4,114
+16
+0.4% +$1.62K 0.26% 58
2023
Q1
$381K Buy
4,098
+893
+28% +$83.1K 0.27% 62
2022
Q4
$239K Buy
+3,205
New +$239K 0.18% 104