Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-455
Closed -$212K 181
2025
Q1
$212K Sell
455
-25
-5% -$11.6K 0.06% 206
2024
Q4
$221K Buy
+480
New +$221K 0.06% 198
2024
Q3
Sell
-535
Closed -$235K 190
2024
Q2
$235K Sell
535
-27
-5% -$11.8K 0.07% 180
2024
Q1
$231K Buy
+562
New +$231K 0.11% 79
2023
Q1
Sell
-4,558
Closed -$1.67M 165
2022
Q4
$1.67M Buy
+4,558
New +$1.67M 1.07% 28