Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
12,966
-657
-5% -$13.7K 0.08% 143
2025
Q1
$327K Sell
13,623
-98
-0.7% -$2.35K 0.11% 117
2024
Q4
$293K Sell
13,721
-620
-4% -$13.2K 0.09% 135
2024
Q3
$332K Sell
14,341
-380
-3% -$8.8K 0.09% 139
2024
Q2
$268K Sell
14,721
-4,047
-22% -$73.7K 0.07% 161
2024
Q1
$403K Sell
18,768
-6,623
-26% -$142K 0.06% 235
2023
Q4
$547K Buy
25,391
+4,680
+23% +$101K 0.04% 368
2023
Q3
$416K Buy
+20,711
New +$416K 0.03% 396