Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
5,016
-957
-16% -$52K 0.03% 329
2025
Q1
$301K Sell
5,973
-1,359
-19% -$68.5K 0.03% 300
2024
Q4
$333K Buy
7,332
+192
+3% +$8.72K 0.04% 301
2024
Q3
$339K Sell
7,140
-1,208
-14% -$57.3K 0.04% 270
2024
Q2
$383K Hold
8,348
0.05% 246
2024
Q1
$361K Sell
8,348
-741
-8% -$32.1K 0.05% 254
2023
Q4
$360K Sell
9,089
-1,367
-13% -$54.2K 0.06% 248
2023
Q3
$352K Buy
10,456
+83
+0.8% +$2.8K 0.05% 263
2023
Q2
$347K Sell
10,373
-840
-7% -$28.1K 0.05% 279
2023
Q1
$364K Buy
+11,213
New +$364K 0.06% 270