Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
1,600
-80
-5% -$5.68K 0.01% 126
2025
Q1
$107K Hold
1,680
0.01% 130
2024
Q4
$127K Sell
1,680
-156
-8% -$11.8K 0.01% 124
2024
Q3
$162K Sell
1,836
-44
-2% -$3.89K 0.02% 122
2024
Q2
$142K Buy
1,880
+200
+12% +$15.1K 0.01% 131
2024
Q1
$158K Sell
1,680
-500
-23% -$47K 0.02% 115
2023
Q4
$237K Buy
2,180
+500
+30% +$54.3K 0.03% 96
2023
Q3
$161K Sell
1,680
-70
-4% -$6.69K 0.02% 114
2023
Q2
$193K Buy
1,750
+150
+9% +$16.6K 0.02% 112
2023
Q1
$196K Hold
1,600
0.02% 105
2022
Q4
$187K Buy
+1,600
New +$187K 0.04% 68
2021
Q4
Sell
-1,788
Closed -$260K 126
2021
Q3
$260K Hold
1,788
0.12% 24
2021
Q2
$276K Hold
1,788
0.16% 16
2021
Q1
$238K Sell
1,788
-126
-7% -$16.8K 0.03% 91
2020
Q4
$271K Buy
+1,914
New +$271K 0.04% 80