Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Sell
1,527
-2,850
-65% -$69.1K 0.01% 388
2025
Q1
$111K Sell
4,377
-2,631
-38% -$66.7K 0.02% 248
2024
Q4
$186K Sell
7,008
-3,805
-35% -$101K 0.04% 188
2024
Q3
$313K Sell
10,813
-388
-3% -$11.2K 0.07% 126
2024
Q2
$313K Buy
11,201
+6,801
+155% +$190K 0.07% 119
2024
Q1
$122K Sell
4,400
-131
-3% -$3.64K 0.03% 195
2023
Q4
$130K Buy
4,531
+2,771
+157% +$79.8K 0.04% 185
2023
Q3
$58.4K Buy
+1,760
New +$58.4K 0.02% 132