Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
2,274
-40
-2% -$6.82K 0.27% 43
2025
Q1
$270K Sell
2,314
-370
-14% -$43.2K 0.19% 52
2024
Q4
$365K Buy
2,684
+20
+0.8% +$2.72K 0.25% 42
2024
Q3
$328K Buy
+2,664
New +$328K 0.23% 45
2023
Q2
Sell
-71
Closed -$6.71K 966
2023
Q1
$6.71K Hold
71
0.01% 345
2022
Q4
$6.06K Buy
71
+11
+18% +$939 0.01% 366
2022
Q3
$4K Buy
60
+15
+33% +$1K ﹤0.01% 512
2022
Q2
$3K Buy
45
+29
+181% +$1.93K ﹤0.01% 627
2022
Q1
$1K Sell
16
-1
-6% -$63 ﹤0.01% 812
2021
Q4
$2K Buy
+17
New +$2K ﹤0.01% 413