Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Sell
1,451
-1
-0.1% -$304 0.21% 74
2025
Q1
$390K Sell
1,452
-79
-5% -$21.2K 0.2% 78
2024
Q4
$377K Sell
1,531
-73
-5% -$18K 0.2% 79
2024
Q3
$367K Sell
1,604
-64
-4% -$14.7K 0.19% 81
2024
Q2
$336K Sell
1,668
-12
-0.7% -$2.42K 0.19% 83
2024
Q1
$328K Sell
1,680
-173
-9% -$33.7K 0.18% 82
2023
Q4
$286K Sell
1,853
-210
-10% -$32.5K 0.17% 85
2023
Q3
$267K Buy
2,063
+273
+15% +$35.3K 0.18% 93
2023
Q2
$245K Buy
1,790
+170
+10% +$23.3K 0.16% 100
2023
Q1
$205K Buy
+1,620
New +$205K 0.13% 118