Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Sell
6,611
-100
-1% -$2.86K 0.11% 211
2025
Q1
$222K Buy
6,711
+114
+2% +$3.77K 0.15% 122
2024
Q4
$190K Sell
6,597
-4,676
-41% -$135K 0.12% 189
2024
Q3
$316K Buy
11,273
+91
+0.8% +$2.55K 0.2% 49
2024
Q2
$269K Buy
11,182
+2,827
+34% +$68K 0.17% 80
2024
Q1
$226K Buy
8,355
+4,773
+133% +$129K 0.14% 127
2023
Q4
$99K Buy
3,582
+3,216
+879% +$88.9K 0.07% 499
2023
Q3
$10K Sell
366
-1
-0.3% -$27 0.01% 1407
2023
Q2
$12K Sell
367
-3
-0.8% -$98 0.01% 1342
2023
Q1
$10K Sell
370
-1
-0.3% -$27 0.01% 1291
2022
Q4
$10K Buy
371
+131
+55% +$3.53K 0.01% 1311
2022
Q3
$5K Buy
240
+239
+23,900% +$4.98K ﹤0.01% 1473
2022
Q2
$0 Sell
1
-3
-75% ﹤0.01% 1841
2022
Q1
$0 Hold
4
﹤0.01% 2049
2021
Q4
$0 Buy
+4
New ﹤0.01% 2087