Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
10,001
-6,688
-40% -$150K 0.04% 288
2025
Q1
$379K Sell
16,689
-3,060
-15% -$69.5K 0.07% 211
2024
Q4
$396K Sell
19,749
-3,791
-16% -$76K 0.09% 160
2024
Q3
$552K Sell
23,540
-1,826
-7% -$42.8K 0.13% 137
2024
Q2
$786K Sell
25,366
-2,394
-9% -$74.1K 0.21% 95
2024
Q1
$1.23M Buy
27,760
+1,011
+4% +$44.7K 0.34% 66
2023
Q4
$1.34M Sell
26,749
-1,636
-6% -$82.2K 1.18% 20
2023
Q3
$1.01M Buy
+28,385
New +$1.01M 0.33% 62