Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.3K Buy
1,859
+96
+5% +$3.43K 0.01% 267
2025
Q1
$65.1K Buy
1,763
+9
+0.5% +$332 0.01% 247
2024
Q4
$65.8K Sell
1,754
-1,407
-45% -$52.8K 0.01% 255
2024
Q3
$132K Sell
3,161
-354
-10% -$14.8K 0.02% 193
2024
Q2
$138K Sell
3,515
-636
-15% -$24.9K 0.02% 226
2024
Q1
$180K Buy
+4,151
New +$180K 0.02% 181
2023
Q3
Sell
-1,727
Closed -$71.8K 649
2023
Q2
$71.8K Sell
1,727
-2,114
-55% -$87.8K 0.01% 239
2023
Q1
$146K Sell
3,841
-489
-11% -$18.5K 0.02% 190
2022
Q4
$151K Buy
4,330
+186
+4% +$6.5K 0.02% 183
2022
Q3
$122K Buy
4,144
+296
+8% +$8.71K 0.02% 200
2022
Q2
$151K Buy
3,848
+1,297
+51% +$50.9K 0.03% 167
2022
Q1
$119K Buy
2,551
+379
+17% +$17.7K 0.02% 160
2021
Q4
$109K Buy
2,172
+251
+13% +$12.6K 0.02% 131
2021
Q3
$107K Sell
1,921
-348
-15% -$19.4K 0.03% 107
2021
Q2
$129K Hold
2,269
0.03% 101
2021
Q1
$123K Hold
2,269
0.03% 91
2020
Q4
$119K Sell
2,269
-343
-13% -$18K 0.05% 86
2020
Q3
$121K Sell
2,612
-189
-7% -$8.76K 0.06% 74
2020
Q2
$109K Hold
2,801
0.05% 74
2020
Q1
$96K Sell
2,801
-77
-3% -$2.64K 0.06% 62
2019
Q4
$129K Buy
2,878
+77
+3% +$3.45K 0.06% 66
2019
Q3
$126K Sell
2,801
-1,552
-36% -$69.8K 0.06% 71
2019
Q2
$184K Buy
4,353
+92
+2% +$3.89K 0.06% 87
2019
Q1
$170K Buy
4,261
+920
+28% +$36.7K 0.05% 62
2018
Q4
$114K Hold
3,341
0.04% 73
2018
Q3
$118K Hold
3,341
0.1% 80
2018
Q2
$110K Hold
3,341
0.1% 77
2018
Q1
$114K Buy
3,341
+805
+32% +$27.5K 0.11% 74
2017
Q4
$102K Buy
+2,536
New +$102K 0.1% 75