Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Buy
225
+1
+0.4% +$790 0.04% 212
2025
Q1
$148K Sell
224
-4
-2% -$2.65K 0.04% 213
2024
Q4
$158K Sell
228
-6
-3% -$4.16K 0.04% 227
2024
Q3
$195K Sell
234
-84
-26% -$70K 0.06% 214
2024
Q2
$325K Sell
318
-96
-23% -$98.2K 0.1% 163
2024
Q1
$402K Sell
414
-127
-23% -$123K 0.14% 155
2023
Q4
$409K Sell
541
-204
-27% -$154K 0.16% 151
2023
Q3
$439K Sell
745
-57
-7% -$33.6K 0.13% 156
2023
Q2
$581K Sell
802
-38
-5% -$27.5K 0.16% 139
2023
Q1
$572K Sell
840
-30
-3% -$20.4K 0.16% 130
2022
Q4
$475K Buy
+870
New +$475K 0.13% 153