Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
1,665
-90
-5% -$13.7K 0.04% 261
2025
Q1
$258K Sell
1,755
-330
-16% -$48.5K 0.04% 245
2024
Q4
$269K Buy
2,085
+1,059
+103% +$137K 0.04% 249
2024
Q3
$140K Sell
1,026
-21
-2% -$2.87K 0.02% 387
2024
Q2
$107K Sell
1,047
-215
-17% -$22K 0.02% 391
2024
Q1
$112K Hold
1,262
0.02% 379
2023
Q4
$115K Sell
1,262
-1,098
-47% -$100K 0.02% 360
2023
Q3
$185K Sell
2,360
-244
-9% -$19.1K 0.05% 239
2023
Q2
$218K Buy
2,604
+10
+0.4% +$837 0.05% 215
2023
Q1
$228K Buy
2,594
+460
+22% +$40.4K 0.06% 215
2022
Q4
$214K Sell
2,134
-885
-29% -$88.7K 0.06% 197
2022
Q3
$279K Buy
+3,019
New +$279K 0.09% 163