Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.5K Buy
435
+65
+18% +$14.7K 0.07% 103
2025
Q1
$61.4K Sell
370
-100
-21% -$16.6K 0.06% 127
2024
Q4
$92.8K Buy
470
+100
+27% +$19.7K 0.08% 109
2024
Q3
$64.3K Buy
+370
New +$64.3K 0.06% 118
2024
Q1
Sell
-5,770
Closed -$600K 113
2023
Q4
$600K Sell
5,770
-21,201
-79% -$2.2M 0.65% 55
2023
Q3
$977K Buy
26,971
+15,196
+129% +$551K 1.08% 33
2023
Q2
$1.19M Sell
11,775
-3,575
-23% -$361K 1.16% 22
2023
Q1
$1.43M Buy
+15,350
New +$1.43M 1.57% 15