Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.6K Buy
875
+137
+19% +$12.8K 0.01% 242
2025
Q1
$53.8K Sell
738
-734
-50% -$53.5K 0.01% 262
2024
Q4
$88.8K Sell
1,472
-785
-35% -$47.4K 0.01% 223
2024
Q3
$170K Sell
2,257
-150
-6% -$11.3K 0.02% 166
2024
Q2
$175K Sell
2,407
-438
-15% -$31.8K 0.02% 186
2024
Q1
$219K Buy
+2,845
New +$219K 0.03% 160
2023
Q3
Sell
-1,724
Closed -$74.4K 895
2023
Q2
$74.4K Sell
1,724
-505
-23% -$21.8K 0.01% 235
2023
Q1
$70.7K Buy
2,229
+654
+42% +$20.7K 0.01% 268
2022
Q4
$39K Buy
1,575
+109
+7% +$2.7K 0.01% 330
2022
Q3
$39K Buy
1,466
+84
+6% +$2.24K 0.01% 352
2022
Q2
$28K Buy
1,382
+882
+176% +$17.9K 0.01% 365
2022
Q1
$18K Buy
500
+100
+25% +$3.6K ﹤0.01% 306
2021
Q4
$17K Sell
400
-79
-16% -$3.36K ﹤0.01% 275
2021
Q3
$21K Hold
479
0.01% 211
2021
Q2
$24K Buy
479
+100
+26% +$5.01K 0.01% 206
2021
Q1
$21K Sell
379
-150
-28% -$8.31K 0.01% 218
2020
Q4
$27K Sell
529
-43
-8% -$2.2K 0.01% 180
2020
Q3
$21K Buy
+572
New +$21K 0.01% 179