Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.5K Sell
457
-20
-4% -$1.55K 0.01% 621
2025
Q1
$119K Sell
477
-1,115
-70% -$278K 0.03% 352
2024
Q4
$122K Sell
1,592
-10
-0.6% -$766 0.02% 392
2024
Q3
$125K Sell
1,602
-5,470
-77% -$428K 0.02% 349
2024
Q2
$495K Buy
7,072
+6,855
+3,159% +$479K 0.06% 246
2024
Q1
$17.5K Sell
217
-6,124
-97% -$493K 0.03% 228
2023
Q4
$464K Buy
6,341
+2,266
+56% +$166K 0.08% 184
2023
Q3
$269K Sell
4,075
-4,923
-55% -$325K 0.08% 244
2023
Q2
$673K Buy
+8,998
New +$673K 0.11% 171