Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.2K Sell
3,156
-741
-19% -$18.1K 0.01% 270
2025
Q1
$108K Hold
3,897
0.01% 250
2024
Q4
$127K Sell
3,897
-14,012
-78% -$457K 0.02% 231
2024
Q3
$541K Buy
17,909
+14,267
+392% +$431K 0.08% 112
2024
Q2
$128K Sell
3,642
-14,267
-80% -$500K 0.02% 195
2024
Q1
$541K Sell
17,909
-44,371
-71% -$1.34M 0.08% 113
2023
Q4
$1.87M Sell
62,280
-3,796
-6% -$114K 0.3% 64
2023
Q3
$1.7M Sell
66,076
-7,750
-10% -$199K 0.31% 66
2023
Q2
$2.27M Buy
+73,826
New +$2.27M 0.4% 58