Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.6K Buy
456
+34
+8% +$2.51K ﹤0.01% 1210
2025
Q1
$33K Sell
422
-201
-32% -$15.7K ﹤0.01% 1114
2024
Q4
$73.3K Sell
623
-176
-22% -$20.7K ﹤0.01% 802
2024
Q3
$86.3K Buy
799
+6
+0.8% +$648 ﹤0.01% 774
2024
Q2
$69.2K Buy
793
+50
+7% +$4.36K ﹤0.01% 794
2024
Q1
$65.5K Buy
743
+41
+6% +$3.61K ﹤0.01% 840
2023
Q4
$51.9K Buy
702
+1
+0.1% +$74 ﹤0.01% 920
2023
Q3
$39.9K Buy
701
+15
+2% +$854 ﹤0.01% 947
2023
Q2
$43.4K Buy
686
+12
+2% +$759 ﹤0.01% 947
2023
Q1
$43.5K Buy
674
+2
+0.3% +$129 ﹤0.01% 940
2022
Q4
$33.8K Sell
672
-108
-14% -$5.43K ﹤0.01% 1038
2022
Q3
$27K Buy
780
+105
+16% +$3.64K ﹤0.01% 1095
2022
Q2
$24K Buy
+675
New +$24K ﹤0.01% 1212
2022
Q1
Sell
-503
Closed -$26K 1704
2021
Q4
$26K Buy
503
+2
+0.4% +$103 ﹤0.01% 1178
2021
Q3
$21K Buy
501
+19
+4% +$796 ﹤0.01% 1262
2021
Q2
$20K Hold
482
﹤0.01% 1108
2021
Q1
$22K Hold
482
﹤0.01% 1037
2020
Q4
$21K Buy
482
+2
+0.4% +$87 ﹤0.01% 872
2020
Q3
$19K Buy
480
+1
+0.2% +$40 ﹤0.01% 828
2020
Q2
$17K Hold
479
﹤0.01% 843
2020
Q1
$15K Hold
479
﹤0.01% 824
2019
Q4
$15K Buy
479
+2
+0.4% +$63 ﹤0.01% 958
2019
Q3
$14K Buy
477
+24
+5% +$704 ﹤0.01% 963
2019
Q2
$15K Hold
453
﹤0.01% 945
2019
Q1
$13K Hold
453
﹤0.01% 960
2018
Q4
$10K Buy
453
+28
+7% +$618 ﹤0.01% 1004
2018
Q3
$10K Buy
425
+2
+0.5% +$47 ﹤0.01% 1090
2018
Q2
$9K Buy
+423
New +$9K ﹤0.01% 1143