Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
9,586
-533
-5% -$16.8K 0.06% 265
2025
Q1
$355K Sell
10,119
-145
-1% -$5.08K 0.07% 229
2024
Q4
$436K Sell
10,264
-5,463
-35% -$232K 0.09% 190
2024
Q3
$334K Sell
15,727
-4,454
-22% -$94.5K 0.07% 253
2024
Q2
$406K Buy
20,181
+1,186
+6% +$23.9K 0.09% 217
2024
Q1
$376K Sell
18,995
-558
-3% -$11K 0.09% 242
2023
Q4
$336K Sell
19,553
-634
-3% -$10.9K 0.09% 237
2023
Q3
$247K Sell
20,187
-22,777
-53% -$279K 0.07% 250
2023
Q2
$605K Buy
42,964
+21,909
+104% +$308K 0.1% 212
2023
Q1
$231K Buy
21,055
+8,805
+72% +$96.7K 0.07% 250
2022
Q4
$113K Buy
+12,250
New +$113K 0.05% 226