Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
1,153
-788
-41% -$240K 0.01% 226
2025
Q1
$521K Sell
1,941
-1,508
-44% -$405K 0.02% 206
2024
Q4
$849K Buy
3,449
+1,060
+44% +$261K 0.03% 184
2024
Q3
$547K Sell
2,389
-387
-14% -$88.7K 0.02% 210
2024
Q2
$560K Sell
2,776
-925
-25% -$187K 0.02% 183
2024
Q1
$722K Buy
3,701
+550
+17% +$107K 0.03% 158
2023
Q4
$487K Sell
3,151
-863
-21% -$133K 0.02% 181
2023
Q3
$519K Buy
4,014
+325
+9% +$42K 0.02% 168
2023
Q2
$505K Sell
3,689
-838
-19% -$115K 0.02% 179
2023
Q1
$573K Sell
4,527
-197
-4% -$24.9K 0.03% 175
2022
Q4
$487K Buy
+4,724
New +$487K 0.03% 147