Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Sell
7,033
-100
-1% -$11.5K 0.48% 63
2025
Q1
$681K Sell
7,133
-966
-12% -$92.2K 0.42% 75
2024
Q4
$861K Sell
8,099
-750
-8% -$79.7K 0.52% 56
2024
Q3
$709K Buy
8,849
+910
+11% +$72.9K 0.41% 78
2024
Q2
$524K Buy
7,939
+415
+6% +$27.4K 0.33% 94
2024
Q1
$581K Sell
7,524
-300
-4% -$23.2K 0.36% 88
2023
Q4
$609K Buy
7,824
+1,458
+23% +$114K 0.42% 84
2023
Q3
$347K Buy
6,366
+1,141
+22% +$62.3K 0.26% 125
2023
Q2
$338K Buy
5,225
+475
+10% +$30.7K 0.25% 123
2023
Q1
$228K Sell
4,750
-1,675
-26% -$80.3K 0.18% 140
2022
Q4
$239K Buy
+6,425
New +$239K 0.2% 141