Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Sell
6,550
-200
-3% -$14.1K 0.06% 224
2025
Q1
$495K Sell
6,750
-534
-7% -$39.1K 0.06% 216
2024
Q4
$456K Sell
7,284
-250
-3% -$15.7K 0.06% 220
2024
Q3
$497K Sell
7,534
-250
-3% -$16.5K 0.06% 216
2024
Q2
$562K Buy
7,784
+300
+4% +$21.7K 0.08% 198
2024
Q1
$502K Hold
7,484
0.07% 208
2023
Q4
$492K Sell
7,484
-1,219
-14% -$80.2K 0.07% 199
2023
Q3
$560K Sell
8,703
-526
-6% -$33.9K 0.09% 188
2023
Q2
$557K Sell
9,229
-199
-2% -$12K 0.08% 197
2023
Q1
$542K Sell
9,428
-150
-2% -$8.63K 0.08% 197
2022
Q4
$545K Sell
9,578
-1,890
-16% -$108K 0.08% 194
2022
Q3
$571K Buy
+11,468
New +$571K 0.09% 183