Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
7,266
-173
-2% -$5.44K 0.06% 184
2025
Q1
$261K Sell
7,439
-1,736
-19% -$60.8K 0.07% 171
2024
Q4
$390K Sell
9,175
-4,522
-33% -$192K 0.1% 129
2024
Q3
$291K Sell
13,697
-3,212
-19% -$68.1K 0.08% 172
2024
Q2
$340K Sell
16,909
-3,111
-16% -$62.6K 0.09% 163
2024
Q1
$396K Sell
20,020
-334
-2% -$6.61K 0.11% 151
2023
Q4
$350K Sell
20,354
-357
-2% -$6.14K 0.1% 183
2023
Q3
$254K Sell
20,711
-355
-2% -$4.35K 0.08% 225
2023
Q2
$314K Buy
21,066
+2,160
+11% +$32.2K 0.1% 207
2023
Q1
$208K Buy
18,906
+1,823
+11% +$20K 0.06% 260
2022
Q4
$157K Buy
+17,083
New +$157K 0.05% 269