Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
3,791
-104
-3% -$4.01K 0.07% 94
2025
Q1
$151K Sell
3,895
-340
-8% -$13.2K 0.09% 73
2024
Q4
$143K Sell
4,235
-134
-3% -$4.53K 0.07% 80
2024
Q3
$179K Sell
4,369
-214
-5% -$8.77K 0.08% 73
2024
Q2
$176K Buy
4,583
+551
+14% +$21.2K 0.08% 67
2024
Q1
$173K Buy
4,032
+71
+2% +$3.05K 0.08% 72
2023
Q4
$147K Buy
3,961
+323
+9% +$12K 0.07% 76
2023
Q3
$132K Buy
3,638
+3,317
+1,033% +$120K 0.08% 67
2023
Q2
$11K Buy
+321
New +$11K 0.01% 186
2020
Q2
Sell
-2,400
Closed -$114K 253
2020
Q1
$114K Buy
2,400
+1,960
+445% +$93.1K 0.18% 138
2019
Q4
$26K Buy
+440
New +$26K 0.02% 216