Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.1K Sell
335
-47
-12% -$10.7K 0.01% 464
2025
Q1
$93.1K Sell
382
-6
-2% -$1.46K 0.01% 398
2024
Q4
$109K Buy
388
+38
+11% +$10.7K 0.02% 375
2024
Q3
$95.8K Buy
350
+10
+3% +$2.74K 0.02% 382
2024
Q2
$102K Buy
340
+9
+3% +$2.7K 0.02% 348
2024
Q1
$95.9K Sell
331
-8
-2% -$2.32K 0.02% 366
2023
Q4
$85.8K Buy
+339
New +$85.8K 0.02% 358
2023
Q3
Sell
-304
Closed -$75.4K 485
2023
Q2
$75.4K Sell
304
-21
-6% -$5.21K 0.02% 358
2023
Q1
$74.3K Buy
325
+150
+86% +$34.3K 0.02% 360
2022
Q4
$30.3K Sell
175
-25
-13% -$4.33K 0.01% 494
2022
Q3
$30K Sell
200
-5
-2% -$750 0.01% 462
2022
Q2
$46K Buy
205
+145
+242% +$32.5K 0.01% 385
2022
Q1
$14K Sell
60
-95
-61% -$22.2K ﹤0.01% 622
2021
Q4
$40K Buy
+155
New +$40K 0.01% 401
2021
Q3
Sell
-345
Closed -$103K 531
2021
Q2
$103K Buy
345
+45
+15% +$13.4K 0.03% 239
2021
Q1
$85K Buy
300
+200
+200% +$56.7K 0.03% 201
2020
Q4
$26K Buy
+100
New +$26K 0.02% 249