Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Sell
3,746
-236
-6% -$6.83K 0.02% 89
2025
Q1
$113K Sell
3,982
-300
-7% -$8.48K 0.03% 88
2024
Q4
$97.5K Buy
4,282
+3,746
+699% +$85.3K 0.02% 96
2024
Q3
$11.8K Sell
536
-2,067
-79% -$45.5K ﹤0.01% 110
2024
Q2
$49.7K Buy
2,603
+364
+16% +$6.96K 0.01% 62
2024
Q1
$39.4K Buy
+2,239
New +$39.4K 0.01% 63
2020
Q3
Sell
-9,003
Closed -$205K 24
2020
Q2
$205K Sell
9,003
-265
-3% -$6.03K 0.09% 23
2020
Q1
$211K Hold
9,268
0.11% 28
2019
Q4
$273K Buy
+9,268
New +$273K 0.13% 28