Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
1,172
-191
-14% -$32.9K 0.01% 1122
2025
Q1
$211K Sell
1,363
-2,751
-67% -$426K 0.01% 1002
2024
Q4
$756K Buy
4,114
+192
+5% +$35.3K 0.03% 502
2024
Q3
$709K Buy
3,922
+1,477
+60% +$267K 0.03% 488
2024
Q2
$444K Buy
2,445
+489
+25% +$88.8K 0.02% 599
2024
Q1
$370K Sell
1,956
-109
-5% -$20.6K 0.02% 652
2023
Q4
$361K Sell
2,065
-8
-0.4% -$1.4K 0.02% 642
2023
Q3
$294K Sell
2,073
-6
-0.3% -$850 0.02% 618
2023
Q2
$296K Buy
2,079
+12
+0.6% +$1.71K 0.03% 599
2023
Q1
$265K Buy
2,067
+194
+10% +$24.9K 0.02% 709
2022
Q4
$225K Buy
+1,873
New +$225K 0.02% 640