Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
3,214
-776
-19% -$54.6K 0.01% 615
2025
Q1
$292K Sell
3,990
-675
-14% -$49.5K 0.01% 532
2024
Q4
$292K Sell
4,665
-1,295
-22% -$81.1K 0.01% 547
2024
Q3
$393K Sell
5,960
-5,485
-48% -$362K 0.02% 478
2024
Q2
$826K Buy
11,445
+5,314
+87% +$384K 0.03% 299
2024
Q1
$411K Sell
6,131
-3,613
-37% -$242K 0.02% 427
2023
Q4
$641K Buy
9,744
+812
+9% +$53.4K 0.03% 332
2023
Q3
$575K Buy
8,932
+3,419
+62% +$220K 0.03% 330
2023
Q2
$333K Sell
5,513
-36
-0.6% -$2.17K 0.02% 425
2023
Q1
$319K Sell
5,549
-610
-10% -$35.1K 0.02% 415
2022
Q4
$351K Sell
6,159
-3,680
-37% -$210K 0.02% 373
2022
Q3
$490K Buy
+9,839
New +$490K 0.03% 300