Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Sell
78,924
-211
-0.3% -$422 ﹤0.01% 2178
2025
Q1
$203K Sell
79,135
-11,049
-12% -$28.4K ﹤0.01% 1980
2024
Q4
$272K Sell
90,184
-10,795
-11% -$32.6K ﹤0.01% 1845
2024
Q3
$298K Buy
100,979
+13,828
+16% +$40.8K ﹤0.01% 1812
2024
Q2
$312K Sell
87,151
-12,320
-12% -$44.1K ﹤0.01% 1767
2024
Q1
$444K Sell
99,471
-2,541
-2% -$11.3K ﹤0.01% 1570
2023
Q4
$497K Buy
102,012
+6,859
+7% +$33.4K ﹤0.01% 1494
2023
Q3
$475K Buy
95,153
+18,926
+25% +$94.4K ﹤0.01% 1400
2023
Q2
$312K Sell
76,227
-3,437
-4% -$14.1K ﹤0.01% 1634
2023
Q1
$218K Sell
79,664
-4,762
-6% -$13K ﹤0.01% 1822
2022
Q4
$179K Buy
84,426
+1,351
+2% +$2.86K ﹤0.01% 1917
2022
Q3
$336K Buy
+83,075
New +$336K ﹤0.01% 1583