Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
10,769
-1,552
-13% -$76.4K 0.34% 55
2025
Q1
$545K Hold
12,321
0.39% 51
2024
Q4
$579K Sell
12,321
-735
-6% -$34.5K 0.41% 46
2024
Q3
$615K Buy
13,056
+11,896
+1,026% +$561K 0.4% 47
2024
Q2
$44K Hold
1,160
0.03% 152
2024
Q1
$43.1K Hold
1,160
0.03% 158
2023
Q4
$38.5K Hold
1,160
0.03% 158
2023
Q3
$32.6K Hold
1,160
0.03% 157
2023
Q2
$37K Hold
1,160
0.03% 150
2023
Q1
$39K Hold
1,160
0.03% 144
2022
Q4
$32K Hold
1,160
0.02% 156
2022
Q3
$33K Hold
1,160
0.03% 148
2022
Q2
$33K Buy
1,160
+200
+21% +$5.69K 0.02% 157
2022
Q1
$36K Hold
960
0.02% 158
2021
Q4
$41K Buy
+960
New +$41K 0.02% 154