Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Sell
18,167
-685
-4% -$14.3K 0.2% 98
2025
Q1
$452K Sell
18,852
-2,078
-10% -$49.8K 0.25% 82
2024
Q4
$447K Sell
20,930
-3,000
-13% -$64.1K 0.23% 85
2024
Q3
$554K Sell
23,930
-895
-4% -$20.7K 0.3% 78
2024
Q2
$451K Hold
24,825
0.26% 86
2024
Q1
$533K Buy
24,825
+6,660
+37% +$143K 0.32% 71
2023
Q4
$391K Buy
18,165
+52
+0.3% +$1.12K 0.26% 91
2023
Q3
$364K Buy
+18,113
New +$364K 0.26% 84