Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
10,842
-89
-0.8% -$966 0.05% 113
2025
Q1
$110K Sell
10,931
-1,012
-8% -$10.2K 0.05% 99
2024
Q4
$118K Sell
11,943
-171
-1% -$1.69K 0.05% 105
2024
Q3
$128K Sell
12,114
-1,087
-8% -$11.5K 0.06% 114
2024
Q2
$166K Sell
13,201
-1,231
-9% -$15.4K 0.08% 107
2024
Q1
$192K Sell
14,432
-16,672
-54% -$221K 0.1% 112
2023
Q4
$190K Buy
31,104
+14,587
+88% +$88.9K 0.11% 111
2023
Q3
$205K Sell
16,517
-3,106
-16% -$38.6K 0.13% 113
2023
Q2
$297K Buy
+19,623
New +$297K 0.18% 93