Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
6,350
-203
-3% -$14.3K 0.01% 814
2025
Q1
$480K Sell
6,553
-1,304
-17% -$95.6K 0.01% 729
2024
Q4
$492K Sell
7,857
-40
-0.5% -$2.51K 0.01% 695
2024
Q3
$521K Sell
7,897
-718
-8% -$47.4K 0.02% 644
2024
Q2
$622K Buy
8,615
+659
+8% +$47.6K 0.02% 542
2024
Q1
$533K Sell
7,956
-149
-2% -$9.99K 0.02% 570
2023
Q4
$533K Buy
8,105
+333
+4% +$21.9K 0.02% 518
2023
Q3
$500K Sell
7,772
-139
-2% -$8.95K 0.03% 492
2023
Q2
$478K Sell
7,911
-1,018
-11% -$61.5K 0.02% 507
2023
Q1
$514K Buy
8,929
+369
+4% +$21.2K 0.03% 462
2022
Q4
$488K Buy
8,560
+3,291
+62% +$187K 0.03% 457
2022
Q3
$276K Hold
5,269
0.02% 580
2022
Q2
$276K Buy
+5,269
New +$276K 0.02% 580