Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$211K Sell
73,683
-14,349
-16% -$41K 0.02% 203
2024
Q4
$312K Sell
88,032
-7,448
-8% -$26.4K 0.03% 137
2024
Q3
$309K Buy
95,480
+6,718
+8% +$21.8K 0.03% 143
2024
Q2
$271K Sell
88,762
-3,008
-3% -$9.17K 0.03% 157
2024
Q1
$246K Hold
91,770
0.03% 85
2023
Q4
$246K Sell
91,770
-18,472
-17% -$49.5K 0.03% 85
2023
Q3
$267K Buy
+110,242
New +$267K 0.04% 139
2023
Q2
Sell
-102,074
Closed -$229K 207
2023
Q1
$229K Buy
102,074
+4,970
+5% +$11.2K 0.04% 170
2022
Q4
$226K Buy
+97,104
New +$226K 0.04% 177
2022
Q2
Sell
-32,810
Closed -$126K 176
2022
Q1
$126K Buy
+32,810
New +$126K 0.08% 127