Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Sell
1,876
-211
-10% -$75.3K 0.01% 433
2025
Q1
$833K Sell
2,087
-212
-9% -$84.6K 0.02% 356
2024
Q4
$826K Sell
2,299
-62
-3% -$22.3K 0.02% 361
2024
Q3
$817K Sell
2,361
-140
-6% -$48.4K 0.02% 301
2024
Q2
$734K Buy
2,501
+20
+0.8% +$5.87K 0.02% 304
2024
Q1
$828K Sell
2,481
-106
-4% -$35.4K 0.02% 288
2023
Q4
$753K Sell
2,587
-502
-16% -$146K 0.02% 291
2023
Q3
$1M Sell
3,089
-148
-5% -$48K 0.03% 249
2023
Q2
$1.12M Sell
3,237
-1,925
-37% -$664K 0.03% 248
2023
Q1
$1.63M Sell
5,162
-1,646
-24% -$519K 0.05% 214
2022
Q4
$2.04M Buy
+6,808
New +$2.04M 0.07% 193