Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
3,078
-330
-10% -$44.9K 0.33% 87
2025
Q1
$452K Hold
3,408
0.37% 83
2024
Q4
$385K Sell
3,408
-645
-16% -$73K 0.31% 96
2024
Q3
$462K Sell
4,053
-414
-9% -$47.2K 0.37% 87
2024
Q2
$464K Sell
4,467
-295
-6% -$30.7K 0.4% 79
2024
Q1
$541K Buy
4,762
+743
+18% +$84.4K 0.47% 72
2023
Q4
$442K Sell
4,019
-1,416
-26% -$156K 0.42% 76
2023
Q3
$526K Sell
5,435
-56
-1% -$5.42K 0.49% 62
2023
Q2
$599K Sell
5,491
-68
-1% -$7.41K 0.6% 56
2023
Q1
$565K Sell
5,559
-112
-2% -$11.4K 0.57% 59
2022
Q4
$621K Sell
5,671
-207
-4% -$22.7K 0.7% 45
2022
Q3
$585K Sell
5,878
-554
-9% -$55.1K 0.71% 43
2022
Q2
$706K Sell
6,432
-639
-9% -$70.1K 0.84% 36
2022
Q1
$846K Buy
7,071
+20
+0.3% +$2.39K 0.95% 29
2021
Q4
$849K Buy
+7,051
New +$849K 0.73% 38