Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
769
-163
-17% -$63.9K 0.07% 163
2025
Q1
$357K Sell
932
-934
-50% -$358K 0.1% 136
2024
Q4
$830K Sell
1,866
-199
-10% -$88.5K 0.23% 90
2024
Q3
$1.07M Sell
2,065
-513
-20% -$266K 0.31% 72
2024
Q2
$1.43M Buy
2,578
+388
+18% +$216K 0.46% 49
2024
Q1
$1.11M Sell
2,190
-125
-5% -$63.1K 0.4% 68
2023
Q4
$1.38M Sell
2,315
-418
-15% -$249K 0.55% 51
2023
Q3
$1.39M Sell
2,733
-14
-0.5% -$7.14K 0.41% 53
2023
Q2
$1.34M Sell
2,747
-61
-2% -$29.8K 0.38% 58
2023
Q1
$1.08M Sell
2,808
-36
-1% -$13.9K 0.3% 76
2022
Q4
$957K Buy
+2,844
New +$957K 0.27% 84