Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.5K Hold
194
0.02% 194
2025
Q1
$28.5K Sell
194
-130
-40% -$19.1K 0.03% 200
2024
Q4
$41.8K Hold
324
0.04% 175
2024
Q3
$44.3K Hold
324
0.04% 167
2024
Q2
$33.1K Sell
324
-72
-18% -$7.36K 0.03% 182
2024
Q1
$35.1K Buy
396
+8
+2% +$709 0.03% 181
2023
Q4
$35.4K Sell
388
-4,784
-92% -$437K 0.03% 178
2023
Q3
$405K Hold
5,172
0.35% 64
2023
Q2
$433K Hold
5,172
0.35% 62
2023
Q1
$454K Buy
5,172
+156
+3% +$13.7K 0.39% 60
2022
Q4
$503K Hold
5,016
0.42% 58
2022
Q3
$464K Sell
5,016
-239
-5% -$22.1K 0.44% 54
2022
Q2
$569K Sell
5,255
-5,621
-52% -$609K 0.5% 48
2022
Q1
$1.35M Buy
10,876
+2,913
+37% +$363K 0.96% 32
2021
Q4
$1.18M Buy
7,963
+18
+0.2% +$2.67K 0.93% 35
2021
Q3
$1.17M Sell
7,945
-10
-0.1% -$1.47K 1.01% 34
2021
Q2
$1.32M Sell
7,955
-31
-0.4% -$5.15K 1.13% 29
2021
Q1
$1.29M Buy
+7,986
New +$1.29M 1.15% 30