Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
21,867
-8,133
-27% -$74.7K 0.11% 163
2025
Q1
$291K Sell
30,000
-7,632
-20% -$74K 0.16% 133
2024
Q4
$354K Sell
37,632
-5,567
-13% -$52.4K 0.2% 110
2024
Q3
$489K Sell
43,199
-13,050
-23% -$148K 0.24% 104
2024
Q2
$550K Sell
56,249
-8,387
-13% -$82K 0.28% 93
2024
Q1
$615K Buy
64,636
+159
+0.2% +$1.51K 0.3% 95
2023
Q4
$622K Sell
64,477
-12,481
-16% -$120K 0.3% 98
2023
Q3
$705K Sell
76,958
-24,595
-24% -$225K 0.37% 97
2023
Q2
$1.01M Buy
101,553
+17,817
+21% +$178K 0.49% 74
2023
Q1
$953K Buy
83,736
+22,198
+36% +$253K 0.47% 74
2022
Q4
$733K Buy
+61,538
New +$733K 0.35% 84