Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
16,684
-175
-1% -$3.66K 0.11% 74
2025
Q1
$404K Sell
16,859
-6,121
-27% -$147K 0.15% 63
2024
Q4
$491K Sell
22,980
-625
-3% -$13.3K 0.17% 57
2024
Q3
$546K Buy
23,605
+404
+2% +$9.35K 0.17% 55
2024
Q2
$422K Sell
23,201
-1,489
-6% -$27.1K 0.14% 65
2024
Q1
$530K Buy
24,690
+1,890
+8% +$40.6K 0.18% 58
2023
Q4
$491K Sell
22,800
-1,494
-6% -$32.2K 0.24% 52
2023
Q3
$488K Buy
+24,294
New +$488K 0.27% 51