Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
1,949
-82
-4% -$6.39K 0.01% 762
2025
Q1
$150K Buy
2,031
+242
+14% +$17.9K 0.01% 601
2024
Q4
$146K Buy
1,789
+110
+7% +$8.98K 0.01% 569
2024
Q3
$117K Buy
1,679
+310
+23% +$21.6K 0.01% 462
2024
Q2
$81K Buy
+1,369
New +$81K 0.01% 518
2022
Q3
Sell
-49
Closed -$5K 1275
2022
Q2
$5K Buy
49
+34
+227% +$3.47K ﹤0.01% 804
2022
Q1
$2K Buy
+15
New +$2K ﹤0.01% 976
2020
Q4
Sell
-20
Closed -$9K 767
2020
Q3
$9K Hold
20
﹤0.01% 559
2020
Q2
$5K Buy
20
+10
+100% +$2.5K ﹤0.01% 601
2020
Q1
$1K Hold
10
﹤0.01% 667
2019
Q4
$1K Hold
10
﹤0.01% 580
2019
Q3
$1K Hold
10
﹤0.01% 583
2019
Q2
$1K Buy
+10
New +$1K ﹤0.01% 585