Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
50,463
-10,858
-18% -$50.5K 0.01% 628
2025
Q1
$335K Sell
61,321
-2,227
-4% -$12.2K 0.02% 493
2024
Q4
$442K Sell
63,548
-93,666
-60% -$652K 0.02% 386
2024
Q3
$1.48M Sell
157,214
-11,774
-7% -$111K 0.08% 192
2024
Q2
$1.69M Sell
168,988
-4,737
-3% -$47.5K 0.12% 148
2024
Q1
$2.08M Sell
173,725
-4,295
-2% -$51.4K 0.16% 117
2023
Q4
$2.21M Sell
178,020
-5,219
-3% -$64.8K 0.19% 91
2023
Q3
$2.01M Buy
183,239
+4,630
+3% +$50.8K 0.2% 96
2023
Q2
$2.2M Buy
178,609
+178,289
+55,715% +$2.19M 0.22% 87
2023
Q1
$3.86K Hold
320
﹤0.01% 1138
2022
Q4
$2.74K Hold
320
﹤0.01% 1146
2022
Q3
$2K Buy
320
+300
+1,500% +$1.88K ﹤0.01% 1101
2022
Q2
$0 Hold
20
﹤0.01% 1197
2022
Q1
$0 Hold
20
﹤0.01% 1051
2021
Q4
$0 Sell
20
-51
-72% ﹤0.01% 1075
2021
Q3
$1K Hold
71
﹤0.01% 815
2021
Q2
$1K Hold
71
﹤0.01% 759
2021
Q1
$1K Buy
+71
New +$1K ﹤0.01% 754