Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
8,706
+87
+1% +$2.52K 0.16% 97
2025
Q1
$244K Sell
8,619
-1,087
-11% -$30.7K 0.17% 93
2024
Q4
$221K Sell
9,706
-382
-4% -$8.7K 0.15% 102
2024
Q3
$222K Sell
10,088
-2,328
-19% -$51.2K 0.16% 107
2024
Q2
$237K Sell
12,416
-2,497
-17% -$47.7K 0.18% 94
2024
Q1
$262K Sell
14,913
-797
-5% -$14K 0.22% 98
2023
Q4
$264K Buy
15,710
+2,624
+20% +$44K 0.22% 95
2023
Q3
$197K Sell
13,086
-112
-0.8% -$1.68K 0.18% 110
2023
Q2
$211K Buy
13,198
+121
+0.9% +$1.93K 0.19% 107
2023
Q1
$252K Sell
13,077
-1,264
-9% -$24.3K 0.27% 88
2022
Q4
$264K Buy
+14,341
New +$264K 0.32% 81