Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
1,405
-846
-38% -$64.1K 0.01% 252
2025
Q1
$169K Sell
2,251
-380
-14% -$28.5K 0.02% 213
2024
Q4
$201K Buy
2,631
+147
+6% +$11.2K 0.02% 189
2024
Q3
$202K Sell
2,484
-1
-0% -$81 0.03% 157
2024
Q2
$177K Buy
2,485
+1
+0% +$71 0.02% 164
2024
Q1
$202K Buy
2,484
+4
+0.2% +$325 0.03% 158
2023
Q4
$181K Sell
2,480
-764
-24% -$55.9K 0.03% 163
2023
Q3
$214K Sell
3,244
-2,195
-40% -$145K 0.04% 153
2023
Q2
$404K Buy
+5,439
New +$404K 0.07% 125