Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
7,591
-2,035
-21% -$78.1K 0.17% 133
2025
Q1
$373K Sell
9,626
-4,864
-34% -$188K 0.23% 117
2024
Q4
$490K Sell
14,490
-4,357
-23% -$147K 0.3% 97
2024
Q3
$770K Sell
18,847
-2,394
-11% -$97.9K 0.45% 72
2024
Q2
$818K Sell
21,241
-994
-4% -$38.3K 0.51% 64
2024
Q1
$953K Sell
22,235
-645
-3% -$27.7K 0.6% 51
2023
Q4
$848K Sell
22,880
-8,100
-26% -$300K 0.58% 51
2023
Q3
$1.12M Buy
30,980
+1,665
+6% +$60.4K 0.82% 30
2023
Q2
$1.04M Buy
29,315
+1,725
+6% +$61.5K 0.78% 32
2023
Q1
$982K Buy
27,590
+9,475
+52% +$337K 0.78% 33
2022
Q4
$626K Buy
+18,115
New +$626K 0.51% 69