Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Sell
2,440
-754
-24% -$171K 0.2% 69
2025
Q1
$532K Sell
3,194
-174
-5% -$29K 0.23% 67
2024
Q4
$665K Sell
3,368
-142
-4% -$28K 0.43% 47
2024
Q3
$612K Sell
3,510
-788
-18% -$137K 0.35% 62
2024
Q2
$749K Buy
4,298
+59
+1% +$10.3K 0.38% 50
2024
Q1
$579K Sell
4,239
-52
-1% -$7.1K 0.37% 65
2023
Q4
$448K Sell
4,291
-45
-1% -$4.7K 0.32% 74
2023
Q3
$378K Sell
4,336
-332
-7% -$29K 0.31% 73
2023
Q2
$472K Sell
4,668
-221
-5% -$22.4K 0.33% 62
2023
Q1
$456K Buy
4,889
+1,150
+31% +$107K 0.34% 59
2022
Q4
$279K Buy
+3,739
New +$279K 0.22% 85