Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38K Sell
167
-338
-67% -$76.9K 0.02% 152
2025
Q1
$123K Sell
505
-51
-9% -$12.4K 0.07% 86
2024
Q4
$156K Sell
556
-86
-13% -$24.1K 0.07% 77
2024
Q3
$176K Buy
642
+478
+291% +$131K 0.08% 76
2024
Q2
$49K Sell
164
-36
-18% -$10.8K 0.02% 128
2024
Q1
$58K Sell
200
-10
-5% -$2.9K 0.03% 132
2023
Q4
$53K Hold
210
0.03% 135
2023
Q3
$56K Sell
210
-438
-68% -$117K 0.04% 119
2023
Q2
$161K Sell
648
-115
-15% -$28.6K 0.1% 45
2023
Q1
$174K Sell
763
-3
-0.4% -$684 0.11% 32
2022
Q4
$133K Buy
+766
New +$133K 0.07% 91
2020
Q3
$345K Sell
1,370
-82
-6% -$20.7K 0.49% 54
2020
Q2
$204K Buy
1,452
+135
+10% +$19K 0.22% 89
2020
Q1
$160K Sell
1,317
-310
-19% -$37.7K 0.25% 106
2019
Q4
$246K Buy
+1,627
New +$246K 0.23% 129