Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,282
Closed -$132K 492
2025
Q1
$132K Buy
13,282
+2,113
+19% +$21K 0.01% 415
2024
Q4
$111K Buy
11,169
+490
+5% +$4.85K 0.01% 329
2024
Q3
$113K Sell
10,679
-486
-4% -$5.14K 0.02% 289
2024
Q2
$143K Sell
11,165
-3,722
-25% -$47.7K 0.03% 271
2024
Q1
$198K Buy
14,887
+1,552
+12% +$20.6K 0.04% 258
2023
Q4
$163K Sell
13,335
-1,617
-11% -$19.8K 0.03% 260
2023
Q3
$186K Sell
14,952
-5,967
-29% -$74.1K 0.05% 169
2023
Q2
$264K Hold
20,919
0.09% 108
2023
Q1
$264K Buy
20,919
+294
+1% +$3.7K 0.08% 129
2022
Q4
$240K Buy
+20,625
New +$240K 0.08% 118