Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.2K Sell
92
-406
-82% -$190K ﹤0.01% 212
2025
Q1
$232K Buy
498
+274
+122% +$128K ﹤0.01% 251
2024
Q4
$93.8K Buy
+224
New +$93.8K ﹤0.01% 219
2024
Q3
Sell
-237
Closed -$104K 371
2024
Q2
$104K Buy
+237
New +$104K ﹤0.01% 264
2024
Q1
Sell
-612
Closed -$251K 441
2023
Q4
$251K Buy
612
+146
+31% +$60K 0.01% 187
2023
Q3
$174K Buy
+466
New +$174K ﹤0.01% 298
2023
Q2
Sell
-471
Closed -$167K 391
2023
Q1
$167K Sell
471
-4,609
-91% -$1.64M ﹤0.01% 317
2022
Q4
$1.66M Buy
5,080
+4,200
+477% +$1.37M 0.02% 74
2022
Q3
$237K Buy
+880
New +$237K ﹤0.01% 263
2021
Q4
Sell
-2,684
Closed -$787K 284
2021
Q3
$787K Buy
+2,684
New +$787K 0.01% 242