Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,117
Closed -$10.2K 1242
2025
Q1
$10.2K Sell
1,117
-1,072
-49% -$9.78K ﹤0.01% 1160
2024
Q4
$37.9K Buy
2,189
+1,031
+89% +$17.8K ﹤0.01% 1134
2024
Q3
$16K Sell
1,158
-649
-36% -$8.96K ﹤0.01% 1077
2024
Q2
$17.5K Buy
1,807
+649
+56% +$6.3K ﹤0.01% 1123
2024
Q1
$16K Sell
1,158
-95
-8% -$1.31K ﹤0.01% 1076
2023
Q4
$27.4K Buy
1,253
+243
+24% +$5.32K ﹤0.01% 1045
2023
Q3
$38.7K Sell
1,010
-778
-44% -$29.8K ﹤0.01% 1003
2023
Q2
$90.1K Sell
1,788
-3,606
-67% -$182K ﹤0.01% 945
2023
Q1
$262K Buy
5,394
+1,162
+27% +$56.5K 0.01% 820
2022
Q4
$201K Buy
4,232
+2,997
+243% +$143K 0.01% 832
2022
Q3
$53K Buy
+1,235
New +$53K ﹤0.01% 784