Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
2,000
-551
-22% -$38.2K 0.06% 39
2025
Q1
$157K Buy
2,551
+125
+5% +$7.72K 0.08% 39
2024
Q4
$144K Sell
2,426
-575
-19% -$34K 0.07% 37
2024
Q3
$160K Buy
3,001
+1,305
+77% +$69.4K 0.08% 35
2024
Q2
$80.6K Hold
1,696
0.04% 48
2024
Q1
$84.8K Sell
1,696
-845
-33% -$42.3K 0.04% 48
2023
Q4
$128K Hold
2,541
0.08% 37
2023
Q3
$137K Buy
+2,541
New +$137K 0.09% 38
2021
Q3
Sell
-160
Closed -$9K 154
2021
Q2
$9K Buy
160
+1
+0.6% +$56 0.01% 121
2021
Q1
$8K Buy
159
+1
+0.6% +$50 0.01% 124
2020
Q4
$7K Buy
+158
New +$7K 0.01% 129