Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
12,884
-5,603
-30% -$113K 0.18% 109
2025
Q1
$448K Sell
18,487
-1,740
-9% -$42.2K 0.35% 60
2024
Q4
$684K Sell
20,227
-276
-1% -$9.33K 0.49% 43
2024
Q3
$984K Sell
20,503
-974
-5% -$46.7K 0.72% 29
2024
Q2
$1.01M Buy
21,477
+544
+3% +$25.6K 0.83% 25
2024
Q1
$1.23M Buy
20,933
+836
+4% +$49.2K 1.12% 22
2023
Q4
$1.08M Buy
+20,097
New +$1.08M 1.27% 20