Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.5K Sell
1,246
-159
-11% -$11.7K 0.02% 272
2025
Q1
$89.2K Buy
1,405
+207
+17% +$13.1K 0.02% 274
2024
Q4
$90.7K Hold
1,198
0.03% 282
2024
Q3
$106K Sell
1,198
-581
-33% -$51.4K 0.03% 282
2024
Q2
$134K Sell
1,779
-1,762
-50% -$133K 0.04% 246
2024
Q1
$333K Sell
3,541
-974
-22% -$91.5K 0.12% 168
2023
Q4
$490K Sell
4,515
-1,741
-28% -$189K 0.2% 138
2023
Q3
$598K Sell
6,256
-923
-13% -$88.3K 0.18% 131
2023
Q2
$792K Buy
7,179
+344
+5% +$38K 0.22% 108
2023
Q1
$838K Sell
6,835
-612
-8% -$75.1K 0.24% 101
2022
Q4
$871K Buy
+7,447
New +$871K 0.25% 96