Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
34
-10
-23% -$73.9K 0.01% 657
2025
Q1
$319K Sell
44
-3
-6% -$21.7K 0.02% 557
2024
Q4
$384K Buy
47
+3
+7% +$24.5K 0.02% 496
2024
Q3
$432K Buy
+44
New +$432K 0.02% 455
2024
Q1
$211K Buy
+26
New +$211K 0.01% 625
2020
Q4
Sell
-9
Closed -$36K 1306
2020
Q3
$36K Hold
9
﹤0.01% 955
2020
Q2
$29K Sell
9
-2
-18% -$6.44K ﹤0.01% 1019
2020
Q1
$28K Sell
11
-1
-8% -$2.55K 0.01% 932
2019
Q4
$46K Hold
12
0.01% 841
2019
Q3
$44K Sell
12
-4
-25% -$14.7K 0.01% 808
2019
Q2
$53K Sell
16
-8
-33% -$26.5K 0.01% 742
2019
Q1
$66K Sell
24
-4
-14% -$11K 0.01% 676
2018
Q4
$68K Sell
28
-1
-3% -$2.43K 0.02% 623
2018
Q3
$72K Sell
29
-8
-22% -$19.9K 0.01% 683
2018
Q2
$109K Buy
+37
New +$109K 0.02% 556