Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
16,893
+2,268
+16% +$49.6K 0.01% 1064
2025
Q1
$287K Sell
14,625
-179
-1% -$3.51K 0.01% 1056
2024
Q4
$232K Buy
14,804
+257
+2% +$4.03K 0.01% 919
2024
Q3
$264K Sell
14,547
-16,001
-52% -$291K 0.01% 887
2024
Q2
$537K Sell
30,548
-19,245
-39% -$338K 0.03% 460
2024
Q1
$819K Buy
49,793
+8,592
+21% +$141K 0.05% 291
2023
Q4
$619K Buy
41,201
+36,909
+860% +$554K 0.04% 311
2023
Q3
$56.6K Buy
4,292
+4,240
+8,154% +$55.9K 0.01% 733
2023
Q2
$700 Sell
52
-529
-91% -$7.12K ﹤0.01% 2058
2023
Q1
$6.9K Sell
581
-153
-21% -$1.82K ﹤0.01% 1235
2022
Q4
$8.93K Buy
+734
New +$8.93K ﹤0.01% 979