Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Sell
8,171
-5,178
-39% -$357K 0.08% 189
2025
Q1
$920K Buy
13,349
+2,035
+18% +$140K 0.13% 116
2024
Q4
$696K Buy
11,314
+104
+0.9% +$6.4K 0.11% 144
2024
Q3
$695K Sell
11,210
-114
-1% -$7.07K 0.1% 160
2024
Q2
$600K Sell
11,324
-736
-6% -$39K 0.09% 193
2024
Q1
$644K Sell
12,060
-11,683
-49% -$624K 0.09% 199
2023
Q4
$1.24M Sell
23,743
-1,474
-6% -$76.9K 0.18% 116
2023
Q3
$1.28M Sell
25,217
-3,643
-13% -$185K 0.22% 100
2023
Q2
$1.69M Buy
28,860
+1,994
+7% +$116K 0.29% 81
2023
Q1
$1.68M Buy
+26,866
New +$1.68M 0.35% 68