Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
6,187
-189
-3% -$19.9K 0.01% 277
2025
Q1
$709K Sell
6,376
-239
-4% -$26.6K 0.02% 229
2024
Q4
$684K Buy
6,615
+20
+0.3% +$2.07K 0.02% 218
2024
Q3
$737K Buy
+6,595
New +$737K 0.02% 209
2022
Q4
Sell
-252
Closed -$14K 373
2022
Q3
$14K Sell
252
-330
-57% -$18.3K ﹤0.01% 691
2022
Q2
$32K Sell
582
-70
-11% -$3.85K ﹤0.01% 579
2022
Q1
$42K Buy
652
+88
+16% +$5.67K ﹤0.01% 548
2021
Q4
$33K Buy
564
+8
+1% +$468 ﹤0.01% 588
2021
Q3
$28K Buy
556
+324
+140% +$16.3K ﹤0.01% 578
2021
Q2
$12K Hold
232
﹤0.01% 719
2021
Q1
$12K Sell
232
-1
-0.4% -$52 ﹤0.01% 656
2020
Q4
$10K Hold
233
﹤0.01% 587
2020
Q3
$8K Hold
233
﹤0.01% 588
2020
Q2
$8K Sell
233
-34
-13% -$1.17K ﹤0.01% 574
2020
Q1
$9.16K Sell
267
-65
-20% -$2.23K ﹤0.01% 516
2019
Q4
$17.6K Sell
332
-15
-4% -$794 ﹤0.01% 619
2019
Q3
$18.2K Buy
+347
New +$18.2K ﹤0.01% 685