Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85K Buy
462
+116
+34% +$21.3K 0.02% 157
2025
Q1
$61K Hold
346
0.02% 172
2024
Q4
$61K Buy
346
+11
+3% +$1.94K 0.02% 172
2024
Q3
$66K Buy
335
+45
+16% +$8.87K 0.02% 156
2024
Q2
$49K Sell
290
-9
-3% -$1.52K 0.01% 162
2024
Q1
$55K Sell
299
-313
-51% -$57.6K 0.01% 154
2023
Q4
$95K Buy
612
+65
+12% +$10.1K 0.03% 112
2023
Q3
$80K Buy
547
+80
+17% +$11.7K 0.02% 115
2023
Q2
$62K Buy
467
+19
+4% +$2.52K 0.02% 148
2023
Q1
$72K Buy
448
+365
+440% +$58.7K 0.02% 121
2022
Q4
$11K Hold
83
﹤0.01% 250
2022
Q3
$11K Hold
83
﹤0.01% 254
2022
Q2
$13K Hold
83
﹤0.01% 237
2022
Q1
$13K Hold
83
﹤0.01% 206
2021
Q4
$11K Hold
83
﹤0.01% 225
2021
Q3
$9K Hold
83
﹤0.01% 237
2021
Q2
$9K Sell
83
-48
-37% -$5.21K ﹤0.01% 226
2021
Q1
$14K Sell
131
-50
-28% -$5.34K ﹤0.01% 188
2020
Q4
$19K Hold
181
0.01% 186
2020
Q3
$16K Hold
181
0.01% 153
2020
Q2
$18K Sell
181
-172
-49% -$17.1K 0.01% 134
2020
Q1
$27K Buy
+353
New +$27K 0.01% 110