Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
2,567
-417
-14% -$33.4K 0.07% 107
2025
Q1
$268K Sell
2,984
-297
-9% -$26.7K 0.19% 58
2024
Q4
$326K Sell
3,281
-248
-7% -$24.7K 0.21% 55
2024
Q3
$401K Buy
3,529
+522
+17% +$59.3K 0.28% 47
2024
Q2
$372K Buy
3,007
+543
+22% +$67.2K 0.29% 40
2024
Q1
$327K Buy
2,464
+98
+4% +$13K 0.26% 45
2023
Q4
$299K Buy
2,366
+279
+13% +$35.3K 0.22% 46
2023
Q3
$216K Buy
+2,087
New +$216K 0.13% 58
2022
Q4
Sell
-345
Closed -$30K 259
2022
Q3
$30K Buy
+345
New +$30K 0.02% 130