Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Sell
2,204
-54
-2% -$17.2K 0.33% 43
2025
Q1
$585K Buy
2,258
+82
+4% +$21.3K 0.32% 44
2024
Q4
$879K Buy
2,176
+79
+4% +$31.9K 0.49% 34
2024
Q3
$549K Buy
2,097
+111
+6% +$29K 0.31% 46
2024
Q2
$393K Sell
1,986
-461
-19% -$91.2K 0.3% 45
2024
Q1
$430K Sell
2,447
-134
-5% -$23.6K 0.34% 44
2023
Q4
$641K Sell
2,581
-187
-7% -$46.5K 0.59% 33
2023
Q3
$693K Sell
2,768
-189
-6% -$47.3K 0.74% 26
2023
Q2
$774K Buy
2,957
+869
+42% +$227K 0.82% 25
2023
Q1
$433K Sell
2,088
-173
-8% -$35.9K 0.52% 31
2022
Q4
$279K Buy
+2,261
New +$279K 0.36% 38