Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
13,044
-367
-3% -$10.6K 0.11% 117
2025
Q1
$379K Sell
13,411
-1,551
-10% -$43.9K 0.12% 113
2024
Q4
$341K Buy
14,962
+1,054
+8% +$24K 0.11% 122
2024
Q3
$306K Sell
13,908
-1,443
-9% -$31.7K 0.1% 127
2024
Q2
$293K Sell
15,351
-493
-3% -$9.42K 0.11% 130
2024
Q1
$279K Sell
15,844
-1,379
-8% -$24.3K 0.11% 140
2023
Q4
$289K Buy
17,223
+5,149
+43% +$86.4K 0.14% 125
2023
Q3
$181K Sell
12,074
-659
-5% -$9.9K 0.1% 169
2023
Q2
$203K Sell
12,733
-3,118
-20% -$49.7K 0.12% 173
2023
Q1
$305K Buy
+15,851
New +$305K 0.2% 129