Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$564K Sell
19,505
-2,099
-10% -$60.7K 0.16% 117
2025
Q1
$611K Sell
21,604
-1,132
-5% -$32K 0.19% 109
2024
Q4
$518K Sell
22,736
-5,859
-20% -$133K 0.16% 116
2024
Q3
$629K Buy
28,595
+79
+0.3% +$1.74K 0.19% 102
2024
Q2
$541K Sell
28,516
-1,604
-5% -$30.4K 0.18% 107
2024
Q1
$530K Sell
30,120
-435
-1% -$7.66K 0.19% 107
2023
Q4
$513K Buy
30,555
+11
+0% +$185 0.21% 101
2023
Q3
$459K Sell
30,544
-1,076
-3% -$16.2K 0.2% 111
2023
Q2
$504K Sell
31,620
-4,190
-12% -$66.8K 0.22% 102
2023
Q1
$689K Buy
35,810
+1,805
+5% +$34.7K 0.32% 72
2022
Q4
$626K Buy
+34,005
New +$626K 0.33% 75