Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Sell
119
-522
-81% -$95.6K ﹤0.01% 1699
2025
Q1
$113K Sell
641
-1,628
-72% -$286K 0.01% 1118
2024
Q4
$426K Buy
2,269
+1,326
+141% +$249K 0.05% 341
2024
Q3
$181K Buy
943
+395
+72% +$75.7K 0.03% 780
2024
Q2
$98.9K Sell
548
-943
-63% -$170K 0.02% 1011
2024
Q1
$264K Buy
1,491
+379
+34% +$67.2K 0.04% 418
2023
Q4
$171K Buy
1,112
+88
+9% +$13.5K 0.03% 667
2023
Q3
$143K Buy
1,024
+100
+11% +$14K 0.03% 665
2023
Q2
$136K Sell
924
-228
-20% -$33.7K 0.04% 624
2023
Q1
$175K Buy
+1,152
New +$175K 0.06% 424
2022
Q2
Sell
-408
Closed -$64K 1940
2022
Q1
$64K Hold
408
0.03% 906
2021
Q4
$74K Buy
408
+24
+6% +$4.35K 0.03% 857
2021
Q3
$60K Sell
384
-456
-54% -$71.3K 0.04% 700
2021
Q2
$127K Buy
+840
New +$127K 0.08% 334