Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
40
-3
-7% -$2.48K 0.02% 1057
2025
Q1
$35K Hold
43
0.02% 966
2024
Q4
$41K Hold
43
0.03% 924
2024
Q3
$38K Sell
43
-28
-39% -$24.7K 0.02% 967
2024
Q2
$54K Sell
71
-33
-32% -$25.1K 0.03% 817
2024
Q1
$86K Buy
104
+3
+3% +$2.48K 0.05% 628
2023
Q4
$82K Buy
101
+17
+20% +$13.8K 0.06% 612
2023
Q3
$62K Buy
84
+22
+35% +$16.2K 0.05% 665
2023
Q2
$49K Buy
62
+23
+59% +$18.2K 0.04% 783
2023
Q1
$29K Sell
39
-1
-3% -$744 0.03% 893
2022
Q4
$27K Sell
40
-4
-9% -$2.7K 0.02% 944
2022
Q3
$25K Sell
44
-200
-82% -$114K 0.02% 941
2022
Q2
$161K Buy
244
+72
+42% +$47.5K 0.13% 169
2022
Q1
$128K Buy
172
+129
+300% +$96K 0.09% 351
2021
Q4
$36K Buy
+43
New +$36K 0.05% 698