Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
10,135
-237
-2% -$11.3K 0.01% 825
2025
Q1
$395K Sell
10,372
-591
-5% -$22.5K 0.01% 866
2024
Q4
$507K Buy
10,963
+610
+6% +$28.2K 0.01% 799
2024
Q3
$667K Sell
10,353
-2,758
-21% -$178K 0.02% 688
2024
Q2
$719K Buy
13,111
+2,758
+27% +$151K 0.02% 662
2024
Q1
$667K Sell
10,353
-39
-0.4% -$2.51K 0.02% 688
2023
Q4
$597K Sell
10,392
-1,520
-13% -$87.3K 0.02% 680
2023
Q3
$686K Buy
11,912
+7,339
+160% +$423K 0.02% 582
2023
Q2
$274K Buy
+4,573
New +$274K 0.01% 817