Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
1,607
-25
-2% -$8.12K 0.01% 793
2025
Q1
$498K Sell
1,632
-160
-9% -$48.8K 0.01% 791
2024
Q4
$558K Sell
1,792
-1,762
-50% -$549K 0.01% 763
2024
Q3
$1.57M Sell
3,554
-30
-0.8% -$13.2K 0.04% 453
2024
Q2
$1.38M Buy
3,584
+30
+0.8% +$11.6K 0.03% 480
2024
Q1
$1.57M Buy
3,554
+1,563
+79% +$689K 0.04% 454
2023
Q4
$745K Sell
1,991
-188
-9% -$70.4K 0.02% 625
2023
Q3
$548K Buy
2,179
+669
+44% +$168K 0.02% 652
2023
Q2
$402K Buy
1,510
+112
+8% +$29.8K 0.01% 714
2023
Q1
$291K Buy
+1,398
New +$291K 0.01% 794