Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
3,783
-86
-2% -$3.3K 0.07% 237
2025
Q1
$150K Sell
3,869
-173
-4% -$6.7K 0.07% 230
2024
Q4
$137K Sell
4,042
-127
-3% -$4.3K 0.06% 244
2024
Q3
$170K Sell
4,169
-26
-0.6% -$1.06K 0.08% 220
2024
Q2
$162K Sell
4,195
-1,159
-22% -$44.6K 0.08% 222
2024
Q1
$230K Sell
5,354
-938
-15% -$40.2K 0.11% 178
2023
Q4
$233K Sell
6,292
-757
-11% -$28.1K 0.12% 166
2023
Q3
$256K Sell
7,049
-12
-0.2% -$435 0.14% 146
2023
Q2
$252K Buy
7,061
+3,436
+95% +$122K 0.13% 153
2023
Q1
$129K Buy
+3,625
New +$129K 0.09% 168