Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.5K Sell
120
-31
-21% -$8.66K 0.02% 94
2025
Q1
$47K Sell
151
-135
-47% -$42.1K 0.03% 79
2024
Q4
$74.5K Sell
286
-9,469
-97% -$2.47M 0.05% 66
2024
Q3
$3.14M Sell
9,755
-177
-2% -$57K 2.07% 21
2024
Q2
$3.1M Buy
+9,932
New +$3.1M 2.19% 16
2023
Q2
Sell
-119
Closed -$28.8K 195
2023
Q1
$28.8K Sell
119
-4,425
-97% -$1.07M 0.02% 101
2022
Q4
$1.19M Sell
4,544
-59
-1% -$15.5K 0.95% 29
2022
Q3
$1.04M Sell
4,603
-9
-0.2% -$2.03K 0.9% 30
2022
Q2
$1.12M Sell
4,612
-203
-4% -$49.4K 0.9% 28
2022
Q1
$1.16M Buy
4,815
+531
+12% +$128K 0.84% 30
2021
Q4
$964K Buy
+4,284
New +$964K 0.67% 39