Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
15,195
-5,422
-26% -$106K 0.01% 698
2025
Q1
$366K Sell
20,617
-2,509
-11% -$44.5K 0.02% 584
2024
Q4
$495K Buy
23,126
+9,160
+66% +$196K 0.02% 521
2024
Q3
$436K Sell
13,966
-2,907
-17% -$90.8K 0.02% 590
2024
Q2
$262K Sell
16,873
-39,510
-70% -$614K 0.01% 808
2024
Q1
$597K Buy
56,383
+25,075
+80% +$266K 0.02% 520
2023
Q4
$376K Sell
31,308
-19,922
-39% -$239K 0.02% 668
2023
Q3
$359K Sell
51,230
-10,690
-17% -$74.8K 0.02% 579
2023
Q2
$526K Sell
61,920
-13,097
-17% -$111K 0.03% 498
2023
Q1
$686K Buy
+75,017
New +$686K 0.04% 409