Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
3,913
-537
-12% -$37.8K 0.1% 142
2025
Q1
$326K Sell
4,450
-705
-14% -$51.7K 0.14% 114
2024
Q4
$323K Sell
5,155
-1,001
-16% -$62.7K 0.21% 108
2024
Q3
$406K Sell
6,156
-881
-13% -$58.1K 0.23% 96
2024
Q2
$508K Buy
7,037
+648
+10% +$46.8K 0.26% 79
2024
Q1
$428K Sell
6,389
-1,291
-17% -$86.5K 0.27% 84
2023
Q4
$505K Buy
7,680
+1,212
+19% +$79.8K 0.36% 66
2023
Q3
$416K Sell
6,468
-331
-5% -$21.3K 0.34% 68
2023
Q2
$411K Buy
6,799
+232
+4% +$14K 0.29% 70
2023
Q1
$378K Buy
6,567
+1,097
+20% +$63.2K 0.29% 72
2022
Q4
$312K Buy
+5,470
New +$312K 0.25% 78