Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
11,765
-29
-0.2% -$608 0.06% 177
2025
Q1
$283K Sell
11,794
-136
-1% -$3.26K 0.08% 156
2024
Q4
$255K Buy
11,930
+572
+5% +$12.2K 0.07% 177
2024
Q3
$263K Sell
11,358
-1,055
-8% -$24.4K 0.08% 180
2024
Q2
$226K Sell
12,413
-4,243
-25% -$77.1K 0.07% 193
2024
Q1
$357K Buy
16,656
+2,585
+18% +$55.5K 0.13% 162
2023
Q4
$303K Buy
14,071
+11,568
+462% +$249K 0.12% 175
2023
Q3
$50.3K Buy
+2,503
New +$50.3K 0.01% 476