Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
1,625
-131
-7% -$22K 0.04% 151
2025
Q1
$226K Sell
1,756
-147
-8% -$18.9K 0.03% 148
2024
Q4
$277K Sell
1,903
-33
-2% -$4.8K 0.04% 147
2024
Q3
$309K Sell
1,936
-43
-2% -$6.86K 0.04% 140
2024
Q2
$289K Sell
1,979
-877
-31% -$128K 0.04% 132
2024
Q1
$352K Sell
2,856
-17
-0.6% -$2.09K 0.05% 123
2023
Q4
$320K Hold
2,873
0.05% 121
2023
Q3
$234K Buy
2,873
+28
+1% +$2.28K 0.04% 132
2023
Q2
$242K Buy
+2,845
New +$242K 0.05% 137