Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Hold
1,320
0.06% 66
2025
Q1
$118K Hold
1,320
0.07% 62
2024
Q4
$131K Hold
1,320
0.08% 61
2024
Q3
$150K Sell
1,320
-1,036
-44% -$118K 0.08% 60
2024
Q2
$292K Buy
2,356
+1,036
+78% +$128K 0.19% 43
2024
Q1
$155K Sell
1,320
-1,036
-44% -$122K 0.09% 59
2023
Q4
$257K Hold
2,356
0.17% 49
2023
Q3
$243K Buy
2,356
+279
+13% +$28.7K 0.17% 47
2023
Q2
$240K Sell
2,077
-5,560
-73% -$642K 0.16% 49
2023
Q1
$882K Buy
7,637
+5,560
+268% +$642K 0.54% 25
2022
Q4
$229K Buy
+2,077
New +$229K 0.18% 39