Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Sell
60,688
-4,554
-7% -$8.11K 0.03% 197
2025
Q1
$95.3K Sell
65,242
-25
-0% -$36 0.04% 164
2024
Q4
$99.9K Hold
65,267
0.04% 148
2024
Q3
$97.2K Sell
65,267
-1,281
-2% -$1.91K 0.03% 156
2024
Q2
$123K Sell
66,548
-1,189
-2% -$2.2K 0.05% 143
2024
Q1
$136K Sell
67,737
-1,309
-2% -$2.63K 0.06% 127
2023
Q4
$157K Sell
69,046
-3,030
-4% -$6.88K 0.08% 113
2023
Q3
$38.2K Buy
72,076
+52,756
+273% +$28K 0.02% 106
2023
Q2
$22K Buy
19,320
+2,271
+13% +$2.59K 0.02% 88
2023
Q1
$12.6K Buy
+17,049
New +$12.6K 0.01% 81