Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
9,514
-533
-5% -$15K 0.04% 252
2025
Q1
$362K Sell
10,047
-116
-1% -$4.19K 0.06% 222
2024
Q4
$426K Sell
10,163
-994
-9% -$41.6K 0.06% 216
2024
Q3
$361K Sell
11,157
-5,630
-34% -$182K 0.05% 232
2024
Q2
$652K Sell
16,787
-2,717
-14% -$106K 0.09% 171
2024
Q1
$864K Sell
19,504
-140
-0.7% -$6.2K 0.12% 162
2023
Q4
$1.04M Sell
19,644
-540
-3% -$28.7K 0.16% 144
2023
Q3
$943K Sell
20,184
-400
-2% -$18.7K 0.16% 141
2023
Q2
$901K Sell
20,584
-1,564
-7% -$68.5K 0.15% 146
2023
Q1
$766K Sell
22,148
-7,769
-26% -$269K 0.14% 160
2022
Q4
$816K Sell
29,917
-3,585
-11% -$97.8K 0.16% 152
2022
Q3
$1.17M Buy
+33,502
New +$1.17M 0.22% 139