Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.4K Buy
2,798
+362
+15% +$8.86K 0.01% 487
2025
Q1
$67.5K Sell
2,436
-363
-13% -$10.1K 0.01% 462
2024
Q4
$91.3K Buy
2,799
+367
+15% +$12K 0.01% 404
2024
Q3
$87.2K Buy
2,432
+90
+4% +$3.23K 0.01% 401
2024
Q2
$82K Buy
2,342
+146
+7% +$5.11K 0.01% 389
2024
Q1
$66.4K Buy
2,196
+16
+0.7% +$484 0.01% 432
2023
Q4
$65.6K Buy
+2,180
New +$65.6K 0.01% 412
2023
Q3
Sell
-2,010
Closed -$61.7K 547
2023
Q2
$61.7K Sell
2,010
-380
-16% -$11.7K 0.01% 395
2023
Q1
$70.1K Sell
2,390
-535
-18% -$15.7K 0.02% 372
2022
Q4
$78.6K Sell
2,925
-15
-0.5% -$403 0.02% 317
2022
Q3
$73K Sell
2,940
-415
-12% -$10.3K 0.02% 287
2022
Q2
$110K Sell
3,355
-970
-22% -$31.8K 0.03% 230
2022
Q1
$157K Buy
4,325
+970
+29% +$35.2K 0.04% 202
2021
Q4
$126K Buy
3,355
+1,755
+110% +$65.9K 0.03% 212
2021
Q3
$30K Sell
1,600
-920
-37% -$17.3K 0.02% 227
2021
Q2
$76K Sell
2,520
-135
-5% -$4.07K 0.02% 287
2021
Q1
$84K Buy
2,655
+1,055
+66% +$33.4K 0.03% 203
2020
Q4
$39K Hold
1,600
0.02% 219
2020
Q3
$30K Hold
1,600
0.02% 227
2020
Q2
$28K Hold
1,600
0.02% 194
2020
Q1
$28K Buy
+1,600
New +$28K 0.03% 179