Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.2K Sell
960
-505
-34% -$35.9K 0.05% 129
2025
Q1
$93K Sell
1,465
-230
-14% -$14.6K 0.07% 115
2024
Q4
$128K Sell
1,695
-472
-22% -$35.7K 0.1% 107
2024
Q3
$192K Hold
2,167
0.14% 87
2024
Q2
$166K Sell
2,167
-421
-16% -$32.3K 0.13% 87
2024
Q1
$240K Hold
2,588
0.19% 76
2023
Q4
$281K Sell
2,588
-39
-1% -$4.23K 0.23% 73
2023
Q3
$251K Hold
2,627
0.21% 81
2023
Q2
$290K Hold
2,627
0.23% 73
2023
Q1
$322K Buy
+2,627
New +$322K 0.27% 67
2022
Q4
Hold
0
160
2022
Q3
Hold
0
161
2022
Q2
Sell
-2,627
Closed -$350K 162
2022
Q1
$350K Buy
+2,627
New +$350K 0.28% 63
2021
Q4
Hold
0
158