Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
751
-120
-14% -$42.6K 0.05% 89
2025
Q1
$305K Sell
871
-60
-6% -$21K 0.07% 85
2024
Q4
$294K Sell
931
-23
-2% -$7.27K 0.07% 88
2024
Q3
$262K Buy
954
+49
+5% +$13.5K 0.06% 88
2024
Q2
$238K Hold
905
0.06% 90
2024
Q1
$253K Buy
905
+29
+3% +$8.09K 0.07% 86
2023
Q4
$228K Sell
876
-4
-0.5% -$1.04K 0.07% 94
2023
Q3
$202K Sell
880
-11
-1% -$2.53K 0.1% 91
2023
Q2
$212K Buy
+891
New +$212K 0.1% 97
2023
Q1
Sell
-884
Closed -$184K 392
2022
Q4
$184K Buy
+884
New +$184K 0.07% 102