Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
8,222
+64
+0.8% +$1.63K 0.05% 196
2025
Q1
$207K Sell
8,158
-704
-8% -$17.9K 0.06% 178
2024
Q4
$188K Sell
8,862
-208
-2% -$4.4K 0.05% 207
2024
Q3
$175K Sell
9,070
-1,595
-15% -$30.8K 0.05% 221
2024
Q2
$181K Sell
10,665
-4,215
-28% -$71.6K 0.06% 222
2024
Q1
$255K Sell
14,880
-10,220
-41% -$175K 0.09% 204
2023
Q4
$475K Sell
25,100
-7,065
-22% -$134K 0.19% 141
2023
Q3
$530K Sell
32,165
-170
-0.5% -$2.8K 0.16% 142
2023
Q2
$582K Sell
32,335
-1,060
-3% -$19.1K 0.16% 137
2023
Q1
$605K Sell
33,395
-190
-0.6% -$3.45K 0.17% 129
2022
Q4
$512K Buy
+33,585
New +$512K 0.14% 144