Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
6,839
-613
-8% -$43.2K 0.12% 123
2025
Q1
$546K Sell
7,452
-444
-6% -$32.5K 0.14% 112
2024
Q4
$495K Sell
7,896
-649
-8% -$40.7K 0.13% 119
2024
Q3
$564K Sell
8,545
-330
-4% -$21.8K 0.15% 114
2024
Q2
$641K Sell
8,875
-910
-9% -$65.7K 0.18% 113
2024
Q1
$656K Sell
9,785
-110
-1% -$7.37K 0.18% 114
2023
Q4
$651K Buy
9,895
+755
+8% +$49.7K 0.19% 113
2023
Q3
$588K Sell
9,140
-231
-2% -$14.9K 0.19% 112
2023
Q2
$566K Sell
9,371
-1,651
-15% -$99.7K 0.17% 119
2023
Q1
$634K Buy
11,022
+810
+8% +$46.6K 0.2% 114
2022
Q4
$582K Buy
10,212
+645
+7% +$36.8K 0.19% 116
2022
Q3
$476K Sell
9,567
-413
-4% -$20.5K 0.16% 139
2022
Q2
$522K Sell
9,980
-11
-0.1% -$575 0.16% 137
2022
Q1
$549K Buy
+9,991
New +$549K 0.15% 151