Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
6,078
+2,002
+49% +$161K 0.01% 343
2025
Q1
$295K Sell
4,076
-62
-1% -$4.48K 0.01% 359
2024
Q4
$317K Sell
4,138
-124
-3% -$9.49K 0.01% 333
2024
Q3
$378K Buy
+4,262
New +$378K 0.01% 300
2022
Q4
Sell
-57
Closed -$3K 1087
2022
Q3
$3K Buy
57
+6
+12% +$316 ﹤0.01% 1000
2022
Q2
$3K Sell
51
-12
-19% -$706 ﹤0.01% 1015
2022
Q1
$5K Buy
63
+24
+62% +$1.91K ﹤0.01% 926
2021
Q4
$3K Hold
39
﹤0.01% 1008
2021
Q3
$2K Hold
39
﹤0.01% 1034
2021
Q2
$3K Hold
39
﹤0.01% 1008
2021
Q1
$2K Hold
39
﹤0.01% 1058
2020
Q4
$2K Hold
39
﹤0.01% 914
2020
Q3
$1K Sell
39
-37
-49% -$949 ﹤0.01% 985
2020
Q2
$3K Sell
76
-125
-62% -$4.93K ﹤0.01% 823
2020
Q1
$5.37K Sell
201
-101
-33% -$2.7K ﹤0.01% 596
2019
Q4
$13.5K Buy
302
+3
+1% +$134 ﹤0.01% 676
2019
Q3
$14.6K Buy
+299
New +$14.6K ﹤0.01% 739