Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.3K Buy
207
+48
+30% +$10K ﹤0.01% 482
2025
Q1
$28.8K Sell
159
-48
-23% -$8.71K ﹤0.01% 468
2024
Q4
$39.3K Sell
207
-427
-67% -$81.1K ﹤0.01% 445
2024
Q3
$115K Sell
634
-46
-7% -$8.36K 0.01% 308
2024
Q2
$107K Sell
680
-85
-11% -$13.4K 0.01% 313
2024
Q1
$111K Sell
765
-92
-11% -$13.4K 0.01% 315
2023
Q4
$109K Sell
857
-87
-9% -$11K 0.01% 314
2023
Q3
$100K Sell
944
-291
-24% -$30.9K 0.01% 301
2023
Q2
$135K Buy
+1,235
New +$135K 0.01% 272
2021
Q4
Sell
-2,394
Closed -$206K 251
2021
Q3
$206K Sell
2,394
-118
-5% -$10.2K 0.01% 232
2021
Q2
$207K Sell
2,512
-94
-4% -$7.75K 0.01% 234
2021
Q1
$206K Buy
+2,606
New +$206K 0.01% 223
2020
Q1
Sell
-3,058
Closed -$238K 226
2019
Q4
$238K Buy
3,058
+9
+0.3% +$700 0.02% 200
2019
Q3
$219K Sell
3,049
-71
-2% -$5.1K 0.02% 178
2019
Q2
$224K Sell
3,120
-372
-11% -$26.7K 0.02% 172
2019
Q1
$257K Buy
+3,492
New +$257K 0.03% 162