Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
8,603
-133
-2% -$3.85K 0.1% 129
2025
Q1
$247K Sell
8,736
-1,302
-13% -$36.8K 0.12% 126
2024
Q4
$229K Sell
10,038
-277
-3% -$6.31K 0.11% 126
2024
Q3
$227K Sell
10,315
-1,289
-11% -$28.4K 0.1% 128
2024
Q2
$222K Sell
11,604
-275
-2% -$5.26K 0.11% 122
2024
Q1
$209K Sell
11,879
-1,172
-9% -$20.6K 0.11% 123
2023
Q4
$219K Sell
13,051
-1,640
-11% -$27.5K 0.13% 117
2023
Q3
$221K Buy
14,691
+507
+4% +$7.62K 0.15% 115
2023
Q2
$226K Sell
14,184
-9,835
-41% -$157K 0.15% 116
2023
Q1
$462K Sell
24,019
-11,239
-32% -$216K 0.3% 84
2022
Q4
$649K Buy
+35,258
New +$649K 0.37% 74