Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2,443
-250
-9% -$22.9K 0.01% 614
2025
Q1
$237K Sell
2,693
-8
-0.3% -$704 0.01% 589
2024
Q4
$250K Sell
2,701
-379
-12% -$35.1K 0.01% 580
2024
Q3
$286K Sell
3,080
-16
-0.5% -$1.48K 0.02% 534
2024
Q2
$232K Sell
3,096
-1,952
-39% -$146K 0.02% 554
2024
Q1
$435K Buy
5,048
+88
+2% +$7.59K 0.03% 378
2023
Q4
$343K Buy
4,960
+723
+17% +$50K 0.03% 419
2023
Q3
$232K Sell
4,237
-412
-9% -$22.5K 0.02% 499
2023
Q2
$259K Buy
4,649
+33
+0.7% +$1.84K 0.02% 472
2023
Q1
$235K Buy
+4,616
New +$235K 0.02% 487
2022
Q1
Sell
-4,205
Closed -$222K 575
2021
Q4
$222K Buy
+4,205
New +$222K 0.02% 506