Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
2,187
-65
-3% -$14.7K 0.11% 141
2025
Q1
$374K Sell
2,252
-35
-2% -$5.81K 0.07% 174
2024
Q4
$452K Sell
2,287
-217
-9% -$42.9K 0.09% 155
2024
Q3
$435K Buy
2,504
+300
+14% +$52.1K 0.08% 163
2024
Q2
$383K Sell
2,204
-60
-3% -$10.4K 0.08% 165
2024
Q1
$308K Sell
2,264
-165
-7% -$22.4K 0.06% 183
2023
Q4
$253K Sell
2,429
-20
-0.8% -$2.08K 0.05% 201
2023
Q3
$215K Sell
2,449
-30
-1% -$2.63K 0.05% 209
2023
Q2
$228K Sell
2,479
-11
-0.4% -$1.01K 0.05% 208
2023
Q1
$232K Buy
+2,490
New +$232K 0.05% 205