Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
15,751
-192
-1% -$1.82K 0.03% 225
2025
Q1
$155K Buy
15,943
+4,272
+37% +$41.4K 0.04% 207
2024
Q4
$110K Sell
11,671
-7,844
-40% -$73.8K 0.03% 258
2024
Q3
$221K Sell
19,515
-7,040
-27% -$79.8K 0.06% 200
2024
Q2
$260K Sell
26,555
-6,814
-20% -$66.6K 0.08% 181
2024
Q1
$317K Sell
33,369
-4,733
-12% -$45K 0.11% 176
2023
Q4
$367K Sell
38,102
-4,652
-11% -$44.8K 0.15% 159
2023
Q3
$392K Sell
42,754
-854
-2% -$7.82K 0.11% 161
2023
Q2
$435K Sell
43,608
-6,634
-13% -$66.2K 0.12% 157
2023
Q1
$572K Buy
50,242
+8,021
+19% +$91.3K 0.16% 131
2022
Q4
$503K Buy
+42,221
New +$503K 0.14% 145