Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
1,575
+145
+10% +$11.1K 0.01% 176
2025
Q1
$90.8K Buy
1,430
+392
+38% +$24.9K 0.01% 183
2024
Q4
$78.5K Sell
1,038
-42
-4% -$3.18K 0.01% 200
2024
Q3
$95.4K Sell
1,080
-2,450
-69% -$217K 0.01% 195
2024
Q2
$266K Sell
3,530
-107
-3% -$8.06K 0.03% 135
2024
Q1
$342K Sell
3,637
-2,571
-41% -$242K 0.03% 145
2023
Q4
$594K Hold
6,208
0.06% 108
2023
Q3
$594K Buy
6,208
+84
+1% +$8.03K 0.06% 108
2023
Q2
$676K Hold
6,124
0.07% 97
2023
Q1
$751K Hold
6,124
0.09% 86
2022
Q4
$717K Sell
6,124
-96
-2% -$11.2K 0.09% 86
2022
Q3
$517K Buy
6,220
+218
+4% +$18.1K 0.08% 88
2022
Q2
$613K Buy
+6,002
New +$613K 0.09% 67
2019
Q2
Sell
-88
Closed -$7K 258
2019
Q1
$7K Buy
+88
New +$7K ﹤0.01% 175
2018
Q4
Hold
0
193