Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Buy
1,036
+100
+11% +$6.08K ﹤0.01% 911
2025
Q1
$53.8K Buy
936
+105
+13% +$6.03K ﹤0.01% 905
2024
Q4
$41.1K Hold
831
﹤0.01% 925
2024
Q3
$37.6K Buy
831
+167
+25% +$7.55K ﹤0.01% 996
2024
Q2
$28.9K Buy
664
+14
+2% +$609 ﹤0.01% 982
2024
Q1
$25.6K Buy
650
+100
+18% +$3.94K ﹤0.01% 1006
2023
Q4
$22.3K Buy
550
+250
+83% +$10.1K ﹤0.01% 1049
2023
Q3
$11.8K Buy
+300
New +$11.8K ﹤0.01% 1200
2022
Q3
Sell
-221
Closed -$7K 1911
2022
Q2
$7K Sell
221
-58
-21% -$1.84K ﹤0.01% 1424
2022
Q1
$10K Hold
279
﹤0.01% 1433
2021
Q4
$8K Buy
+279
New +$8K ﹤0.01% 1534
2020
Q3
Sell
-844
Closed -$20K 1770
2020
Q2
$20K Buy
844
+74
+10% +$1.75K ﹤0.01% 1097
2020
Q1
$22K Buy
770
+61
+9% +$1.74K ﹤0.01% 1037
2019
Q4
$28K Buy
709
+144
+25% +$5.69K ﹤0.01% 1076
2019
Q3
$22K Buy
565
+84
+17% +$3.27K ﹤0.01% 1153
2019
Q2
$20K Sell
481
-59
-11% -$2.45K ﹤0.01% 1043
2019
Q1
$22K Sell
540
-14
-3% -$570 ﹤0.01% 970
2018
Q4
$22K Sell
554
-7
-1% -$278 ﹤0.01% 906
2018
Q3
$23K Sell
561
-131
-19% -$5.37K ﹤0.01% 922
2018
Q2
$31K Sell
692
-57
-8% -$2.55K ﹤0.01% 839
2018
Q1
$33K Sell
749
-16
-2% -$705 ﹤0.01% 808
2017
Q4
$36K Buy
+765
New +$36K 0.01% 729