Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
3,253
-49
-1% -$2.11K 0.01% 863
2025
Q1
$72.9K Sell
3,302
-76
-2% -$1.68K ﹤0.01% 1018
2024
Q4
$141K Buy
3,378
+250
+8% +$10.4K 0.01% 811
2024
Q3
$27.3K Buy
3,128
+34
+1% +$297 ﹤0.01% 1429
2024
Q2
$21.8K Hold
3,094
﹤0.01% 868
2024
Q1
$30.9K Buy
+3,094
New +$30.9K ﹤0.01% 1302
2022
Q4
$10.7K Buy
+3,094
New +$10.7K ﹤0.01% 1524
2022
Q3
Sell
-3,094
Closed -$14K 1277
2022
Q2
$14K Buy
+3,094
New +$14K ﹤0.01% 1371
2022
Q1
Sell
-3,100
Closed -$52K 1278
2021
Q4
$52K Buy
+3,100
New +$52K ﹤0.01% 983