Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$998K Sell
14,173
-503
-3% -$35.4K 1.12% 29
2025
Q1
$1.08M Sell
14,676
-345
-2% -$25.3K 1.1% 26
2024
Q4
$941K Sell
15,021
-1,267
-8% -$79.4K 0.97% 32
2024
Q3
$1.07M Sell
16,288
-1,189
-7% -$78.4K 1.02% 30
2024
Q2
$1.26M Hold
17,477
1.21% 28
2024
Q1
$1.17M Sell
17,477
-3,470
-17% -$233K 1.07% 31
2023
Q4
$1.38M Sell
20,947
-411
-2% -$27K 1.37% 25
2023
Q3
$1.38M Sell
21,358
-255
-1% -$16.4K 1.45% 23
2023
Q2
$1.3M Sell
21,613
-900
-4% -$54.3K 1.24% 26
2023
Q1
$1.3M Sell
22,513
-50
-0.2% -$2.88K 1.26% 26
2022
Q4
$1.28M Buy
+22,563
New +$1.28M 1.38% 24