Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.6K Sell
797
-2,135
-73% -$152K 0.01% 344
2025
Q1
$186K Sell
2,932
-76
-3% -$4.82K 0.04% 182
2024
Q4
$228K Sell
3,008
-744
-20% -$56.3K 0.05% 159
2024
Q3
$332K Sell
3,752
-3,623
-49% -$320K 0.07% 123
2024
Q2
$556K Sell
7,375
-1,575
-18% -$119K 0.13% 82
2024
Q1
$841K Sell
8,950
-95
-1% -$8.93K 0.22% 61
2023
Q4
$982K Sell
9,045
-20,010
-69% -$2.17M 0.28% 54
2023
Q3
$2.78M Buy
+29,055
New +$2.78M 1.14% 33