Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Sell
2,285
-246
-10% -$55.9K 0.13% 101
2025
Q1
$617K Sell
2,531
-140
-5% -$34.1K 0.15% 96
2024
Q4
$751K Sell
2,671
-50
-2% -$14.1K 0.17% 87
2024
Q3
$745K Sell
2,721
-58
-2% -$15.9K 0.17% 90
2024
Q2
$833K Buy
2,779
+9
+0.3% +$2.7K 0.21% 79
2024
Q1
$803K Sell
2,770
-17
-0.6% -$4.93K 0.2% 83
2023
Q4
$705K Sell
2,787
-54
-2% -$13.7K 0.18% 85
2023
Q3
$753K Sell
2,841
-920
-24% -$244K 0.22% 80
2023
Q2
$932K Sell
3,761
-227
-6% -$56.3K 0.26% 75
2023
Q1
$911K Sell
3,988
-150
-4% -$34.3K 0.27% 75
2022
Q4
$717K Buy
+4,138
New +$717K 0.22% 79