Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
4,210
-1,485
-26% -$105K 0.02% 209
2025
Q1
$362K Sell
5,695
-264
-4% -$16.8K 0.02% 183
2024
Q4
$451K Buy
5,959
+1,748
+42% +$132K 0.03% 159
2024
Q3
$372K Sell
4,211
-181
-4% -$16K 0.03% 159
2024
Q2
$331K Sell
4,392
-300
-6% -$22.6K 0.03% 143
2024
Q1
$441K Sell
4,692
-627
-12% -$58.9K 0.03% 132
2023
Q4
$578K Sell
5,319
-1,041
-16% -$113K 0.05% 112
2023
Q3
$608K Sell
6,360
-458
-7% -$43.8K 0.06% 95
2023
Q2
$753K Sell
6,818
-28
-0.4% -$3.09K 0.06% 87
2023
Q1
$840K Buy
+6,846
New +$840K 0.09% 84