Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Sell
13,228
-830
-6% -$9.01K 0.02% 207
2025
Q1
$141K Buy
14,058
+769
+6% +$7.71K 0.03% 185
2024
Q4
$132K Sell
13,289
-300
-2% -$2.97K 0.03% 185
2024
Q3
$143K Sell
13,589
-421
-3% -$4.45K 0.03% 186
2024
Q2
$176K Sell
14,010
-187
-1% -$2.35K 0.04% 179
2024
Q1
$189K Buy
14,197
+2,015
+17% +$26.8K 0.04% 179
2023
Q4
$149K Buy
12,182
+300
+3% +$3.66K 0.04% 166
2023
Q3
$148K Sell
11,882
-793
-6% -$9.85K 0.05% 159
2023
Q2
$192K Sell
12,675
-2,485
-16% -$37.6K 0.06% 164
2023
Q1
$176K Hold
15,160
0.06% 169
2022
Q4
$176K Buy
15,160
+2,728
+22% +$31.7K 0.06% 169
2022
Q3
$138K Buy
+12,432
New +$138K 0.06% 163
2022
Q2
Sell
-11,989
Closed -$203K 161
2022
Q1
$203K Sell
11,989
-988
-8% -$16.7K 0.07% 165
2021
Q4
$270K Buy
+12,977
New +$270K 0.09% 155