Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
2,661
-1,126
-30% -$95.6K 0.01% 589
2025
Q1
$274K Buy
3,787
+579
+18% +$41.9K 0.01% 507
2024
Q4
$224K Buy
+3,208
New +$224K 0.01% 493
2024
Q3
Sell
-2,011
Closed -$233K 590
2024
Q2
$233K Sell
2,011
-17
-0.8% -$1.97K 0.01% 506
2024
Q1
$233K Buy
2,028
+39
+2% +$4.48K 0.01% 507
2023
Q4
$224K Buy
+1,989
New +$224K 0.01% 467
2022
Q3
Sell
-28
Closed -$3K 979
2022
Q2
$3K Buy
+28
New +$3K ﹤0.01% 1071
2021
Q4
Sell
-152
Closed -$25K 778
2021
Q3
$25K Sell
152
-21
-12% -$3.45K ﹤0.01% 704
2021
Q2
$34K Buy
173
+53
+44% +$10.4K ﹤0.01% 639
2021
Q1
$22K Buy
120
+21
+21% +$3.85K ﹤0.01% 659
2020
Q4
$16K Buy
99
+46
+87% +$7.43K ﹤0.01% 660
2020
Q3
$7K Buy
53
+13
+33% +$1.72K ﹤0.01% 715
2020
Q2
$4K Buy
40
+10
+33% +$1K ﹤0.01% 695
2020
Q1
$2K Buy
30
+21
+233% +$1.4K ﹤0.01% 688
2019
Q4
$1K Hold
9
﹤0.01% 721
2019
Q3
$1K Buy
+9
New +$1K ﹤0.01% 779
2019
Q2
Sell
-26
Closed -$2K 985
2019
Q1
$2K Buy
+26
New +$2K ﹤0.01% 701