Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
1,589
-16
-1% -$1.42K 0.03% 231
2025
Q1
$152K Sell
1,605
-1,103
-41% -$105K 0.04% 209
2024
Q4
$230K Sell
2,708
-265
-9% -$22.5K 0.06% 186
2024
Q3
$298K Sell
2,973
-1,032
-26% -$103K 0.09% 174
2024
Q2
$357K Sell
4,005
-1,386
-26% -$123K 0.11% 158
2024
Q1
$449K Sell
5,391
-2,264
-30% -$189K 0.16% 146
2023
Q4
$598K Sell
7,655
-341
-4% -$26.6K 0.24% 117
2023
Q3
$616K Sell
7,996
-158
-2% -$12.2K 0.18% 129
2023
Q2
$670K Sell
8,154
-652
-7% -$53.5K 0.19% 125
2023
Q1
$621K Sell
8,806
-98
-1% -$6.91K 0.17% 126
2022
Q4
$610K Buy
+8,904
New +$610K 0.17% 133