Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Buy
114
+20
+21% +$3.33K 0.01% 1270
2025
Q1
$11K Sell
94
-66
-41% -$7.72K 0.01% 1443
2024
Q4
$22K Buy
160
+68
+74% +$9.35K 0.01% 1155
2024
Q3
$11K Hold
92
0.01% 1501
2024
Q2
$10K Sell
92
-97
-51% -$10.5K 0.01% 1548
2024
Q1
$18K Buy
189
+2
+1% +$190 0.01% 1250
2023
Q4
$14K Buy
187
+96
+105% +$7.19K 0.01% 1348
2023
Q3
$7K Sell
91
-39
-30% -$3K 0.01% 1630
2023
Q2
$15K Sell
130
-7
-5% -$808 0.01% 1260
2023
Q1
$13K Sell
137
-239
-64% -$22.7K 0.01% 1190
2022
Q4
$32K Sell
376
-112
-23% -$9.53K 0.03% 894
2022
Q3
$31K Sell
488
-1
-0.2% -$64 0.03% 881
2022
Q2
$35K Sell
489
-18
-4% -$1.29K 0.03% 834
2022
Q1
$44K Buy
507
+145
+40% +$12.6K 0.03% 834
2021
Q4
$33K Buy
+362
New +$33K 0.05% 724