Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5K Hold
785
0.01% 343
2025
Q1
$26.5K Sell
785
-152
-16% -$5.14K 0.01% 326
2024
Q4
$27.7K Sell
937
-45,630
-98% -$1.35M 0.01% 325
2024
Q3
$1.46M Sell
46,567
-1,111
-2% -$34.9K 0.37% 75
2024
Q2
$1.72M Sell
47,678
-690
-1% -$24.9K 0.45% 65
2024
Q1
$1.82M Buy
48,368
+2,454
+5% +$92.5K 0.48% 60
2023
Q4
$1.63M Buy
45,914
+350
+0.8% +$12.4K 0.46% 62
2023
Q3
$1.76M Buy
45,564
+1,984
+5% +$76.8K 0.53% 53
2023
Q2
$1.54M Sell
43,580
-75
-0.2% -$2.65K 0.44% 65
2023
Q1
$1.66M Buy
43,655
+40,418
+1,249% +$1.53M 0.5% 58
2022
Q4
$113K Hold
3,237
0.03% 237
2022
Q3
$92K Hold
3,237
0.03% 259
2022
Q2
$92K Hold
3,237
0.03% 261
2022
Q1
$95K Buy
+3,237
New +$95K 0.02% 272