Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
14,995
-1,037
-6% -$32.9K 0.01% 723
2025
Q1
$784K Sell
16,032
-769
-5% -$37.6K 0.01% 531
2024
Q4
$953K Sell
16,801
-2,927
-15% -$166K 0.02% 496
2024
Q3
$1.21M Buy
19,728
+2,903
+17% +$178K 0.02% 437
2024
Q2
$1.05M Buy
16,825
+21
+0.1% +$1.31K 0.02% 414
2024
Q1
$1.09M Buy
16,804
+56
+0.3% +$3.64K 0.02% 413
2023
Q4
$1.13M Sell
16,748
-318
-2% -$21.5K 0.03% 378
2023
Q3
$1.02M Sell
17,066
-117
-0.7% -$6.98K 0.03% 353
2023
Q2
$1.08M Buy
+17,183
New +$1.08M 0.04% 338