Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.8K Sell
1,080
-17
-2% -$1.29K 0.01% 241
2025
Q1
$82.3K Sell
1,097
-88
-7% -$6.6K 0.01% 221
2024
Q4
$90.6K Sell
1,185
-301
-20% -$23K 0.01% 220
2024
Q3
$116K Sell
1,486
-126
-8% -$9.84K 0.01% 212
2024
Q2
$115K Buy
1,612
+328
+26% +$23.4K 0.01% 247
2024
Q1
$104K Buy
+1,284
New +$104K 0.01% 266
2023
Q3
Sell
-805
Closed -$59.7K 875
2023
Q2
$59.7K Sell
805
-623
-44% -$46.2K 0.01% 255
2023
Q1
$110K Buy
1,428
+706
+98% +$54.5K 0.02% 216
2022
Q4
$55.2K Buy
722
+138
+24% +$10.6K 0.01% 297
2022
Q3
$41K Sell
584
-186
-24% -$13.1K 0.01% 340
2022
Q2
$65K Buy
+770
New +$65K 0.01% 264
2020
Q4
Sell
-71
Closed -$4K 631
2020
Q3
$4K Buy
+71
New +$4K ﹤0.01% 416
2020
Q1
Sell
-38
Closed -$3K 239
2019
Q4
$3K Buy
+38
New +$3K ﹤0.01% 228
2019
Q1
Sell
-50
Closed -$3K 271
2018
Q4
$3K Hold
50
﹤0.01% 212
2018
Q3
$4K Hold
50
﹤0.01% 221
2018
Q2
$3K Hold
50
﹤0.01% 239
2018
Q1
$3K Hold
50
﹤0.01% 251
2017
Q4
$3K Buy
+50
New +$3K ﹤0.01% 250