Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86K Buy
2,613
+344
+15% +$11.3K 0.05% 637
2025
Q1
$59K Sell
2,269
-35
-2% -$910 0.04% 779
2024
Q4
$70K Sell
2,304
-278
-11% -$8.45K 0.04% 723
2024
Q3
$64K Buy
2,582
+309
+14% +$7.66K 0.04% 769
2024
Q2
$70K Buy
2,273
+142
+7% +$4.37K 0.05% 703
2024
Q1
$73K Buy
2,131
+660
+45% +$22.6K 0.05% 722
2023
Q4
$56K Sell
1,471
-160
-10% -$6.09K 0.04% 798
2023
Q3
$47K Sell
1,631
-429
-21% -$12.4K 0.04% 800
2023
Q2
$58K Buy
2,060
+2,043
+12,018% +$57.5K 0.04% 723
2023
Q1
$0 Sell
17
-4
-19% ﹤0.01% 2485
2022
Q4
$0 Buy
21
+5
+31% ﹤0.01% 2511
2022
Q3
$0 Buy
16
+7
+78% ﹤0.01% 2470
2022
Q2
$0 Sell
9
-2
-18% ﹤0.01% 2272
2022
Q1
$0 Sell
11
-3
-21% ﹤0.01% 2408
2021
Q4
$1K Buy
+14
New +$1K ﹤0.01% 1897