Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.6K Buy
37,591
+1,466
+4% +$3.53K 0.01% 415
2025
Q1
$84.2K Hold
36,125
0.01% 402
2024
Q4
$66.8K Sell
36,125
-1,471
-4% -$2.72K 0.01% 418
2024
Q3
$91.7K Buy
37,596
+217
+0.6% +$529 0.01% 436
2024
Q2
$80K Buy
37,379
+326
+0.9% +$698 0.01% 425
2024
Q1
$91.9K Buy
37,053
+1,473
+4% +$3.65K 0.02% 392
2023
Q4
$98.2K Sell
35,580
-1,288
-3% -$3.56K 0.02% 375
2023
Q3
$95.1K Hold
36,868
0.02% 359
2023
Q2
$117K Buy
+36,868
New +$117K 0.03% 353
2019
Q3
Sell
-31,358
Closed -$166K 254
2019
Q2
$166K Sell
31,358
-3,688
-11% -$19.5K 0.07% 239
2019
Q1
$157K Sell
35,046
-1,645
-4% -$7.37K 0.07% 244
2018
Q4
$168K Hold
36,691
0.08% 246
2018
Q3
$168K Buy
+36,691
New +$168K 0.08% 246