Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
8,168
-12,387
-60% -$371K 0.02% 623
2025
Q1
$695K Sell
20,555
-921
-4% -$31.1K 0.06% 251
2024
Q4
$635K Buy
21,476
+6,019
+39% +$178K 0.06% 234
2024
Q3
$485K Sell
15,457
-3,594
-19% -$113K 0.04% 283
2024
Q2
$688K Sell
19,051
-186
-1% -$6.72K 0.06% 208
2024
Q1
$725K Sell
19,237
-14,531
-43% -$548K 0.07% 209
2023
Q4
$1.2M Buy
33,768
+16,669
+97% +$590K 0.05% 227
2023
Q3
$662K Buy
+17,099
New +$662K 0.08% 148