Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16K Sell
32
-36
-53% -$3.55K ﹤0.01% 557
2025
Q1
$7.1K Sell
68
-308
-82% -$32.1K ﹤0.01% 450
2024
Q4
$50.8K Sell
376
-316
-46% -$42.7K 0.01% 281
2024
Q3
$108K Buy
692
+35
+5% +$5.46K 0.01% 217
2024
Q2
$97.3K Buy
657
+77
+13% +$11.4K 0.01% 274
2024
Q1
$103K Buy
+580
New +$103K 0.01% 269
2023
Q3
Sell
-1,195
Closed -$158K 880
2023
Q2
$158K Sell
1,195
-150
-11% -$19.8K 0.02% 158
2023
Q1
$223K Sell
1,345
-273
-17% -$45.2K 0.03% 145
2022
Q4
$241K Sell
1,618
-362
-18% -$54K 0.04% 132
2022
Q3
$294K Sell
1,980
-69
-3% -$10.2K 0.05% 106
2022
Q2
$289K Buy
2,049
+883
+76% +$125K 0.06% 96
2022
Q1
$247K Buy
1,166
+335
+40% +$71K 0.05% 98
2021
Q4
$192K Buy
831
+787
+1,789% +$182K 0.04% 90
2021
Q3
$10K Hold
44
﹤0.01% 269
2021
Q2
$11K Hold
44
﹤0.01% 273
2021
Q1
$9K Hold
44
﹤0.01% 306
2020
Q4
$8K Sell
44
-24
-35% -$4.36K ﹤0.01% 296
2020
Q3
$11K Buy
+68
New +$11K 0.01% 240