Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
1,055
-337
-24% -$34.8K 0.06% 503
2025
Q1
$156K Sell
1,392
-1
-0.1% -$112 0.1% 237
2024
Q4
$155K Buy
1,393
+52
+4% +$5.79K 0.1% 279
2024
Q3
$146K Sell
1,341
-219
-14% -$23.8K 0.09% 318
2024
Q2
$132K Hold
1,560
0.09% 330
2024
Q1
$137K Sell
1,560
-117
-7% -$10.3K 0.09% 323
2023
Q4
$138K Sell
1,677
-6
-0.4% -$494 0.09% 294
2023
Q3
$110K Buy
1,683
+3
+0.2% +$196 0.08% 357
2023
Q2
$108K Sell
1,680
-348
-17% -$22.4K 0.08% 389
2023
Q1
$129K Buy
2,028
+111
+6% +$7.06K 0.11% 258
2022
Q4
$93K Hold
1,917
0.08% 422
2022
Q3
$89K Buy
1,917
+1,911
+31,850% +$88.7K 0.08% 410
2022
Q2
$0 Sell
6
-3
-33% ﹤0.01% 1970
2022
Q1
$1K Sell
9
-12
-57% -$1.33K ﹤0.01% 1757
2021
Q4
$2K Buy
+21
New +$2K ﹤0.01% 1526