Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$724K Sell
9,856
-5,344
-35% -$392K 0.58% 34
2025
Q1
$965K Sell
15,200
-9,123
-38% -$579K 0.79% 31
2024
Q4
$1.84M Buy
24,323
+196
+0.8% +$14.8K 1.59% 25
2024
Q3
$2.13M Buy
24,127
+5,740
+31% +$507K 1.77% 25
2024
Q2
$1.39M Buy
18,387
+9,119
+98% +$687K 1.27% 28
2024
Q1
$871K Buy
9,268
+2,503
+37% +$235K 0.81% 33
2023
Q4
$734K Buy
6,765
+107
+2% +$11.6K 0.75% 35
2023
Q3
$637K Buy
6,658
+2,736
+70% +$262K 0.63% 34
2023
Q2
$433K Buy
3,922
+441
+13% +$48.7K 0.4% 36
2023
Q1
$427K Buy
3,481
+328
+10% +$40.2K 0.4% 37
2022
Q4
$369K Buy
+3,153
New +$369K 0.37% 36