Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2,272
-129
-5% -$12.7K 0.02% 255
2025
Q1
$251K Sell
2,401
-509
-17% -$53.1K 0.03% 217
2024
Q4
$393K Sell
2,910
-343
-11% -$46.4K 0.04% 165
2024
Q3
$506K Sell
3,253
-59
-2% -$9.19K 0.05% 179
2024
Q2
$490K Buy
3,312
+304
+10% +$45K 0.05% 171
2024
Q1
$533K Sell
3,008
-22
-0.7% -$3.9K 0.06% 167
2023
Q4
$432K Sell
3,030
-187
-6% -$26.6K 0.06% 181
2023
Q3
$356K Sell
3,217
-91
-3% -$10.1K 0.06% 187
2023
Q2
$436K Sell
3,308
-82
-2% -$10.8K 0.07% 169
2023
Q1
$561K Buy
3,390
+102
+3% +$16.9K 0.1% 132
2022
Q4
$490K Sell
3,288
-390
-11% -$58.1K 0.09% 136
2022
Q3
$546K Buy
3,678
+422
+13% +$62.6K 0.11% 117
2022
Q2
$460K Buy
3,256
+87
+3% +$12.3K 0.1% 126
2022
Q1
$673K Buy
3,169
+1,208
+62% +$257K 0.12% 112
2021
Q4
$454K Buy
+1,961
New +$454K 0.1% 175