Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
7,812
-556
-7% -$16.1K 0.08% 45
2025
Q1
$237K Sell
8,368
-2,568
-23% -$72.6K 0.09% 41
2024
Q4
$249K Sell
10,936
-878
-7% -$20K 0.09% 42
2024
Q3
$260K Sell
11,814
-482
-4% -$10.6K 0.1% 39
2024
Q2
$235K Sell
12,296
-626
-5% -$12K 0.09% 38
2024
Q1
$227K Buy
+12,922
New +$227K 0.09% 37
2023
Q4
Sell
-13,216
Closed -$199K 42
2023
Q3
$199K Sell
13,216
-1,917
-13% -$28.8K 0.1% 40
2023
Q2
$241K Buy
15,133
+983
+7% +$15.7K 0.12% 36
2023
Q1
$272K Buy
14,150
+3,522
+33% +$67.8K 0.15% 33
2022
Q4
$196K Buy
+10,628
New +$196K 0.19% 40