Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Sell
2,178
-25
-1% -$5.66K 0.21% 47
2025
Q1
$366K Sell
2,203
-347
-14% -$57.6K 0.16% 61
2024
Q4
$504K Sell
2,550
-113
-4% -$22.3K 0.21% 48
2024
Q3
$462K Sell
2,663
-326
-11% -$56.6K 0.19% 48
2024
Q2
$520K Buy
2,989
+104
+4% +$18.1K 0.24% 43
2024
Q1
$393K Sell
2,885
-2,772
-49% -$377K 0.2% 41
2023
Q4
$588K Buy
5,657
+2,809
+99% +$292K 0.3% 39
2023
Q3
$247K Hold
2,848
0.15% 58
2023
Q2
$287K Buy
+2,848
New +$287K 0.17% 44