Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
2,828
-75
-3% -$5.68K 0.12% 107
2025
Q1
$218K Buy
+2,903
New +$218K 0.13% 104
2024
Q2
Sell
-3,328
Closed -$270K 97
2024
Q1
$270K Sell
3,328
-300
-8% -$24.4K 0.19% 80
2023
Q4
$265K Sell
3,628
-305
-8% -$22.3K 0.2% 77
2023
Q3
$249K Sell
3,933
-550
-12% -$34.8K 0.22% 71
2023
Q2
$329K Buy
4,483
+667
+17% +$49K 0.29% 66
2023
Q1
$295K Sell
3,816
-50
-1% -$3.86K 0.27% 65
2022
Q4
$296K Hold
3,866
0.27% 68
2022
Q3
$273K Sell
3,866
-608
-14% -$42.9K 0.27% 68
2022
Q2
$379K Buy
4,474
+449
+11% +$38K 0.35% 61
2022
Q1
$359K Buy
4,025
+225
+6% +$20.1K 0.29% 70
2021
Q4
$298K Buy
+3,800
New +$298K 0.27% 72