Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
15,926
-10,183
-39% -$93.6K 0.1% 147
2025
Q1
$253K Buy
26,109
+12,105
+86% +$117K 0.17% 137
2024
Q4
$132K Buy
+14,004
New +$132K 0.09% 166
2024
Q2
Sell
-11,095
Closed -$106K 162
2024
Q1
$106K Hold
11,095
0.08% 186
2023
Q4
$107K Hold
11,095
0.09% 170
2023
Q3
$102K Sell
11,095
-440
-4% -$4.03K 0.09% 174
2023
Q2
$115K Sell
11,535
-4,354
-27% -$43.5K 0.09% 181
2023
Q1
$181K Buy
15,889
+2,656
+20% +$30.2K 0.14% 182
2022
Q4
$158K Sell
13,233
-364
-3% -$4.34K 0.12% 183
2022
Q3
$145K Buy
13,597
+892
+7% +$9.51K 0.13% 169
2022
Q2
$158K Buy
+12,705
New +$158K 0.13% 175