Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
551
-31
-5% -$12K 0.08% 169
2025
Q1
$223K Sell
582
-6
-1% -$2.3K 0.1% 156
2024
Q4
$261K Sell
588
-230
-28% -$102K 0.17% 132
2024
Q3
$424K Buy
818
+92
+13% +$47.6K 0.24% 92
2024
Q2
$403K Sell
726
-12
-2% -$6.67K 0.2% 99
2024
Q1
$372K Sell
738
-77
-9% -$38.9K 0.24% 89
2023
Q4
$486K Sell
815
-95
-10% -$56.7K 0.35% 69
2023
Q3
$464K Sell
910
-101
-10% -$51.5K 0.38% 62
2023
Q2
$494K Sell
1,011
-8
-0.8% -$3.91K 0.34% 60
2023
Q1
$393K Sell
1,019
-63
-6% -$24.3K 0.3% 67
2022
Q4
$364K Buy
+1,082
New +$364K 0.29% 64