Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Buy
4,000
+2,638
+194% +$60.7K 0.05% 603
2025
Q1
$31K Sell
1,362
-3,227
-70% -$73.4K 0.02% 1029
2024
Q4
$105K Buy
4,589
+3,473
+311% +$79.5K 0.07% 499
2024
Q3
$26K Buy
1,116
+168
+18% +$3.91K 0.02% 1124
2024
Q2
$26K Buy
948
+586
+162% +$16.1K 0.02% 1106
2024
Q1
$14K Hold
362
0.01% 1352
2023
Q4
$20K Sell
362
-181
-33% -$10K 0.01% 1204
2023
Q3
$24K Buy
543
+5
+0.9% +$221 0.02% 1050
2023
Q2
$24K Sell
538
-476
-47% -$21.2K 0.02% 1060
2023
Q1
$40K Sell
1,014
-267
-21% -$10.5K 0.03% 800
2022
Q4
$75K Sell
1,281
-135
-10% -$7.9K 0.06% 550
2022
Q3
$81K Buy
1,416
+609
+75% +$34.8K 0.07% 467
2022
Q2
$49K Sell
807
-150
-16% -$9.11K 0.04% 741
2022
Q1
$63K Buy
957
+548
+134% +$36.1K 0.04% 720
2021
Q4
$26K Buy
+409
New +$26K 0.04% 789