Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
1,634
-150
-8% -$44.2K 0.18% 82
2025
Q1
$444K Sell
1,784
-139
-7% -$34.6K 0.18% 84
2024
Q4
$423K Buy
1,923
+37
+2% +$8.13K 0.17% 81
2024
Q3
$417K Sell
1,886
-87
-4% -$19.2K 0.18% 86
2024
Q2
$341K Buy
1,973
+174
+10% +$30.1K 0.15% 95
2024
Q1
$344K Sell
1,799
-206
-10% -$39.3K 0.19% 77
2023
Q4
$328K Sell
2,005
-114
-5% -$18.6K 0.19% 76
2023
Q3
$297K Sell
2,119
-900
-30% -$126K 0.18% 80
2023
Q2
$404K Buy
+3,019
New +$404K 0.23% 65