Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
5,954
-83
-1% -$1.86K 0.02% 385
2025
Q1
$137K Sell
6,037
-2,184
-27% -$49.6K 0.02% 363
2024
Q4
$165K Sell
8,221
-329
-4% -$6.6K 0.02% 349
2024
Q3
$201K Sell
8,550
-881
-9% -$20.7K 0.03% 306
2024
Q2
$292K Buy
9,431
+970
+11% +$30K 0.05% 218
2024
Q1
$374K Sell
8,461
-110
-1% -$4.86K 0.07% 179
2023
Q4
$431K Buy
8,571
+2,228
+35% +$112K 0.09% 159
2023
Q3
$225K Buy
6,343
+198
+3% +$7.04K 0.06% 208
2023
Q2
$205K Sell
6,145
-1,292
-17% -$43.2K 0.05% 224
2023
Q1
$243K Sell
7,437
-238
-3% -$7.78K 0.06% 209
2022
Q4
$203K Sell
7,675
-1,781
-19% -$47.1K 0.06% 202
2022
Q3
$244K Buy
+9,456
New +$244K 0.08% 179