Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
13,289
-312
-2% -$7.63K 0.01% 350
2025
Q1
$377K Buy
13,601
+1,679
+14% +$46.5K 0.01% 299
2024
Q4
$389K Buy
11,922
+1,047
+10% +$34.2K 0.01% 268
2024
Q3
$390K Buy
10,875
+1,169
+12% +$41.9K 0.01% 272
2024
Q2
$340K Sell
9,706
-1,699
-15% -$59.5K 0.01% 275
2024
Q1
$345K Sell
11,405
-243
-2% -$7.34K 0.01% 274
2023
Q4
$351K Buy
11,648
+187
+2% +$5.63K 0.02% 239
2023
Q3
$295K Sell
11,461
-890
-7% -$22.9K 0.02% 238
2023
Q2
$379K Buy
12,351
+320
+3% +$9.83K 0.02% 235
2023
Q1
$353K Buy
12,031
+3
+0% +$88 0.02% 215
2022
Q4
$323K Sell
12,028
-433
-3% -$11.6K 0.02% 205
2022
Q3
$311K Sell
12,461
-61
-0.5% -$1.52K 0.02% 199
2022
Q2
$410K Sell
12,522
-7
-0.1% -$229 0.03% 174
2022
Q1
$455K Sell
12,529
-2,174
-15% -$79K 0.03% 180
2021
Q4
$554K Hold
14,703
0.03% 169
2021
Q3
$402K Buy
+14,703
New +$402K 0.03% 176
2020
Q4
Sell
-3,054
Closed -$59K 328
2020
Q3
$59K Buy
+3,054
New +$59K 0.01% 191