Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
5,599
-12,997
-70% -$1.08M 0.02% 443
2025
Q1
$1.59M Sell
18,596
-72
-0.4% -$6.16K 0.06% 205
2024
Q4
$1.42M Sell
18,668
-9,108
-33% -$691K 0.05% 225
2024
Q3
$1.83M Sell
27,776
-568
-2% -$37.4K 0.07% 197
2024
Q2
$1.52M Sell
28,344
-12
-0% -$642 0.06% 215
2024
Q1
$1.5M Sell
28,356
-142
-0.5% -$7.5K 0.06% 222
2023
Q4
$1.44M Sell
28,498
-322
-1% -$16.3K 0.06% 218
2023
Q3
$1.33M Buy
28,820
+6,426
+29% +$297K 0.07% 211
2023
Q2
$1.09M Sell
22,394
-1,670
-7% -$81.3K 0.05% 230
2023
Q1
$1.3M Buy
+24,064
New +$1.3M 0.07% 211