Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
11,122
-2,945
-21% -$85.1K 0.07% 153
2025
Q1
$398K Sell
14,067
-5,621
-29% -$159K 0.11% 128
2024
Q4
$448K Sell
19,688
-6,621
-25% -$151K 0.13% 131
2024
Q3
$579K Sell
26,309
-2,114
-7% -$46.5K 0.17% 119
2024
Q2
$543K Sell
28,423
-8,953
-24% -$171K 0.17% 118
2024
Q1
$658K Sell
37,376
-3,798
-9% -$66.8K 0.24% 112
2023
Q4
$691K Sell
41,174
-11,622
-22% -$195K 0.28% 107
2023
Q3
$793K Sell
52,796
-13,787
-21% -$207K 0.23% 107
2023
Q2
$1.06M Sell
66,583
-16,172
-20% -$258K 0.3% 75
2023
Q1
$1.59M Sell
82,755
-10,974
-12% -$211K 0.45% 48
2022
Q4
$1.73M Buy
+93,729
New +$1.73M 0.49% 44