Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Hold
15,387
0.03% 136
2025
Q1
$154K Sell
15,387
-2,432
-14% -$24.4K 0.03% 126
2024
Q4
$176K Sell
17,819
-4,994
-22% -$49.4K 0.04% 128
2024
Q3
$241K Sell
22,813
-1,566
-6% -$16.5K 0.06% 114
2024
Q2
$306K Buy
24,379
+5,300
+28% +$66.5K 0.08% 101
2024
Q1
$253K Sell
19,079
-690
-3% -$9.16K 0.06% 108
2023
Q4
$241K Sell
19,769
-193
-1% -$2.35K 0.07% 97
2023
Q3
$248K Sell
19,962
-31
-0.2% -$385 0.08% 92
2023
Q2
$302K Hold
19,993
0.09% 89
2023
Q1
$252K Hold
19,993
0.08% 94
2022
Q4
$253K Buy
+19,993
New +$253K 0.08% 95