Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
3,455
-432
-11% -$41.1K 0.01% 524
2025
Q1
$378K Sell
3,887
-179
-4% -$17.4K 0.02% 474
2024
Q4
$423K Buy
4,066
+167
+4% +$17.4K 0.02% 458
2024
Q3
$385K Buy
3,899
+292
+8% +$28.8K 0.01% 487
2024
Q2
$371K Sell
3,607
-371
-9% -$38.2K 0.02% 464
2024
Q1
$493K Sell
3,978
-378
-9% -$46.8K 0.02% 388
2023
Q4
$425K Sell
4,356
-93
-2% -$9.08K 0.02% 396
2023
Q3
$378K Sell
4,449
-145
-3% -$12.3K 0.02% 397
2023
Q2
$384K Sell
4,594
-9
-0.2% -$753 0.02% 381
2023
Q1
$337K Sell
4,603
-23
-0.5% -$1.68K 0.02% 401
2022
Q4
$306K Buy
4,626
+700
+18% +$46.3K 0.02% 404
2022
Q3
$219K Buy
+3,926
New +$219K 0.01% 444