Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
1,131
-240
-18% -$79.8K 0.08% 42
2025
Q1
$458K Sell
1,371
-420
-23% -$140K 0.1% 36
2024
Q4
$713K Buy
1,791
+166
+10% +$66.1K 0.15% 34
2024
Q3
$437K Buy
+1,625
New +$437K 0.11% 38
2023
Q4
Sell
-1,831
Closed -$474K 46
2023
Q3
$474K Buy
1,831
+753
+70% +$195K 0.19% 34
2023
Q2
$282K Buy
+1,078
New +$282K 0.11% 37
2022
Q4
Sell
-1,775
Closed -$471K 42
2022
Q3
$471K Buy
1,775
+182
+11% +$48.3K 0.26% 27
2022
Q2
$358K Buy
1,593
+150
+10% +$33.7K 0.2% 30
2022
Q1
$518K Buy
+1,443
New +$518K 0.23% 27