Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.3K Buy
1,245
+67
+6% +$5.08K 0.01% 410
2025
Q1
$88.4K Sell
1,178
-209
-15% -$15.7K 0.01% 417
2024
Q4
$106K Buy
1,387
+167
+14% +$12.8K 0.02% 378
2024
Q3
$95.3K Sell
1,220
-1
-0.1% -$78 0.02% 384
2024
Q2
$87.2K Sell
1,221
-59
-5% -$4.21K 0.02% 379
2024
Q1
$104K Buy
1,280
+7
+0.5% +$568 0.02% 346
2023
Q4
$93.1K Buy
+1,273
New +$93.1K 0.02% 344
2023
Q3
Sell
-645
Closed -$47.9K 858
2023
Q2
$47.9K Sell
645
-136
-17% -$10.1K 0.01% 459
2023
Q1
$60.3K Buy
781
+176
+29% +$13.6K 0.01% 403
2022
Q4
$46.3K Sell
605
-425
-41% -$32.5K 0.01% 432
2022
Q3
$73K Sell
1,030
-215
-17% -$15.2K 0.02% 288
2022
Q2
$105K Sell
1,245
-95
-7% -$8.01K 0.03% 233
2022
Q1
$109K Buy
1,340
+265
+25% +$21.6K 0.03% 246
2021
Q4
$84K Buy
1,075
+750
+231% +$58.6K 0.02% 273
2021
Q3
$20K Sell
325
-560
-63% -$34.5K 0.01% 261
2021
Q2
$69K Buy
885
+15
+2% +$1.17K 0.02% 305
2021
Q1
$69K Buy
870
+545
+168% +$43.2K 0.03% 236
2020
Q4
$24K Hold
325
0.01% 257
2020
Q3
$20K Hold
325
0.01% 261
2020
Q2
$18K Hold
325
0.01% 228
2020
Q1
$15K Buy
+325
New +$15K 0.02% 218