Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Sell
3,393
-283
-8% -$31.7K 0.12% 90
2025
Q1
$325K Sell
3,676
-11
-0.3% -$973 0.12% 89
2024
Q4
$346K Sell
3,687
-6
-0.2% -$563 0.13% 75
2024
Q3
$363K Sell
3,693
-120
-3% -$11.8K 0.13% 74
2024
Q2
$375K Sell
3,813
-3
-0.1% -$295 0.16% 64
2024
Q1
$475K Sell
3,816
-2,610
-41% -$325K 0.21% 49
2023
Q4
$712K Sell
6,426
-48
-0.7% -$5.32K 0.35% 30
2023
Q3
$629K Sell
6,474
-287
-4% -$27.9K 0.41% 29
2023
Q2
$575K Sell
6,761
-1,571
-19% -$134K 0.39% 29
2023
Q1
$733K Buy
+8,332
New +$733K 0.54% 21