Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,728
Closed -$386K 812
2025
Q1
$386K Buy
6,728
+65
+1% +$3.73K 0.07% 125
2024
Q4
$330K Buy
6,663
+71
+1% +$3.51K 0.06% 144
2024
Q3
$298K Buy
6,592
+152
+2% +$6.87K 0.06% 152
2024
Q2
$280K Buy
6,440
+135
+2% +$5.87K 0.06% 155
2024
Q1
$248K Sell
6,305
-14
-0.2% -$551 0.06% 172
2023
Q4
$256K Buy
6,319
+2,120
+50% +$85.9K 0.06% 158
2023
Q3
$166K Buy
4,199
+1,763
+72% +$69.6K 0.04% 193
2023
Q2
$96.5K Buy
2,436
+248
+11% +$9.83K 0.03% 262
2023
Q1
$74.7K Buy
2,188
+262
+14% +$8.94K 0.02% 288
2022
Q4
$60K Buy
1,926
+58
+3% +$1.81K 0.02% 321
2022
Q3
$49K Buy
1,868
+1,013
+118% +$26.6K 0.01% 391
2022
Q2
$28K Buy
855
+628
+277% +$20.6K 0.01% 462
2022
Q1
$8K Hold
227
﹤0.01% 642
2021
Q4
$7K Hold
227
﹤0.01% 636
2021
Q3
$6K Hold
227
﹤0.01% 645
2021
Q2
$7K Sell
227
-267
-54% -$8.23K ﹤0.01% 599
2021
Q1
$14K Hold
494
﹤0.01% 482
2020
Q4
$12K Hold
494
﹤0.01% 464
2020
Q3
$10K Buy
+494
New +$10K ﹤0.01% 456