Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Hold
4,454
0.07% 155
2025
Q1
$283K Sell
4,454
-1,084
-20% -$68.8K 0.06% 157
2024
Q4
$419K Sell
5,538
-1,047
-16% -$79.2K 0.09% 123
2024
Q3
$582K Hold
6,585
0.12% 105
2024
Q2
$496K Sell
6,585
-1,522
-19% -$115K 0.11% 109
2024
Q1
$762K Sell
8,107
-306
-4% -$28.8K 0.18% 87
2023
Q4
$913K Sell
8,413
-1,471
-15% -$160K 0.22% 83
2023
Q3
$945K Sell
9,884
-1,266
-11% -$121K 0.26% 78
2023
Q2
$1.23M Sell
11,150
-113
-1% -$12.5K 0.32% 74
2023
Q1
$1.38M Sell
11,263
-1,048
-9% -$129K 0.37% 69
2022
Q4
$1.44M Buy
+12,311
New +$1.44M 0.38% 69