Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
9,113
-120
-1% -$3.47K 0.12% 109
2025
Q1
$261K Buy
9,233
+262
+3% +$7.41K 0.12% 109
2024
Q4
$204K Buy
+8,971
New +$204K 0.09% 138
2023
Q4
Sell
-11,393
Closed -$171K 142
2023
Q3
$171K Sell
11,393
-69
-0.6% -$1.04K 0.11% 125
2023
Q2
$183K Buy
11,462
+300
+3% +$4.79K 0.11% 134
2023
Q1
$215K Sell
11,162
-137
-1% -$2.64K 0.14% 118
2022
Q4
$208K Sell
11,299
-1,862
-14% -$34.3K 0.16% 126
2022
Q3
$355K Hold
13,161
0.35% 73
2022
Q2
$355K Sell
13,161
-4,614
-26% -$124K 0.35% 73
2022
Q1
$317K Buy
17,775
+563
+3% +$10K 0.26% 78
2021
Q4
$320K Sell
17,212
-213
-1% -$3.96K 0.26% 83
2021
Q3
$355K Buy
17,425
+1,040
+6% +$21.2K 0.35% 73
2021
Q2
$356K Sell
16,385
-489
-3% -$10.6K 0.35% 71
2021
Q1
$408K Sell
16,874
-1,600
-9% -$38.7K 0.41% 60
2020
Q4
$401K Buy
+18,474
New +$401K 0.38% 53