Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Sell
143
-70
-33% -$5.53K 0.01% 104
2025
Q1
$19.1K Sell
213
-116
-35% -$10.4K 0.01% 89
2024
Q4
$32.7K Buy
329
+3
+0.9% +$298 0.02% 74
2024
Q3
$37.1K Buy
326
+2
+0.6% +$227 0.02% 75
2024
Q2
$40.2K Buy
324
+1
+0.3% +$124 0.02% 63
2024
Q1
$42.2K Buy
323
+3
+0.9% +$392 0.02% 64
2023
Q4
$34.9K Buy
320
+2
+0.6% +$218 0.02% 67
2023
Q3
$32.8K Buy
318
+2
+0.6% +$206 0.02% 68
2023
Q2
$36.5K Buy
316
+2
+0.6% +$231 0.02% 65
2023
Q1
$33.4K Buy
314
+2
+0.6% +$213 0.03% 68
2022
Q4
$34.6K Buy
312
+2
+0.6% +$222 0.03% 62
2022
Q3
$27K Sell
310
-22
-7% -$1.92K 0.02% 72
2022
Q2
$30K Buy
332
+2
+0.6% +$181 0.02% 70
2022
Q1
$27K Buy
330
+2
+0.6% +$164 0.02% 81
2021
Q4
$25K Buy
328
+176
+116% +$13.4K 0.02% 90
2021
Q3
$11K Sell
152
-194
-56% -$14K 0.01% 112
2021
Q2
$27K Sell
346
-13
-4% -$1.01K 0.02% 84
2021
Q1
$26K Buy
359
+3
+0.8% +$217 0.02% 85
2020
Q4
$28K Buy
+356
New +$28K 0.02% 76