Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.7K Hold
2,085
0.02% 311
2025
Q1
$47.4K Sell
2,085
-1,000
-32% -$22.7K 0.02% 312
2024
Q4
$61.9K Hold
3,085
0.02% 282
2024
Q3
$72.4K Sell
3,085
-8,912
-74% -$209K 0.03% 269
2024
Q2
$372K Buy
11,997
+585
+5% +$18.1K 0.15% 125
2024
Q1
$504K Sell
11,412
-1,427
-11% -$63K 0.2% 95
2023
Q4
$645K Buy
12,839
+80
+0.6% +$4.02K 0.27% 87
2023
Q3
$454K Buy
12,759
+6,238
+96% +$222K 0.22% 87
2023
Q2
$218K Sell
6,521
-32,368
-83% -$1.08M 0.19% 81
2023
Q1
$1.27M Buy
38,889
+3,310
+9% +$108K 1.2% 25
2022
Q4
$940K Buy
35,579
+473
+1% +$12.5K 0.91% 28
2022
Q3
$905K Buy
35,106
+2,770
+9% +$71.4K 0.94% 28
2022
Q2
$1.21M Buy
32,336
+3,985
+14% +$149K 1.3% 26
2022
Q1
$1.41M Buy
28,351
+1,709
+6% +$84.7K 1.41% 25
2021
Q4
$1.37M Buy
+26,642
New +$1.37M 1.37% 23