Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
3,524
-133
-4% -$20.2K 0.25% 108
2025
Q1
$537K Sell
3,657
-418
-10% -$61.4K 0.26% 107
2024
Q4
$526K Sell
4,075
-156
-4% -$20.1K 0.24% 107
2024
Q3
$578K Sell
4,231
-369
-8% -$50.4K 0.27% 100
2024
Q2
$470K Sell
4,600
-417
-8% -$42.6K 0.23% 114
2024
Q1
$445K Buy
5,017
+237
+5% +$21K 0.21% 119
2023
Q4
$437K Sell
4,780
-961
-17% -$87.8K 0.22% 114
2023
Q3
$449K Buy
5,741
+421
+8% +$33K 0.25% 105
2023
Q2
$445K Buy
5,320
+2,939
+123% +$246K 0.23% 106
2023
Q1
$209K Buy
2,381
+2,178
+1,073% +$191K 0.15% 116
2022
Q4
$20.4K Buy
+203
New +$20.4K 0.02% 220