Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
1,972
+140
+8% +$8.51K 0.02% 311
2025
Q1
$105K Sell
1,832
-126
-6% -$7.24K 0.01% 315
2024
Q4
$96.8K Sell
1,958
-635
-24% -$31.4K 0.01% 300
2024
Q3
$117K Buy
2,593
+507
+24% +$22.9K 0.02% 274
2024
Q2
$90.7K Sell
2,086
-62
-3% -$2.7K 0.01% 291
2024
Q1
$84.5K Buy
2,148
+35
+2% +$1.38K 0.01% 310
2023
Q4
$85.7K Sell
2,113
-1
-0% -$41 0.02% 294
2023
Q3
$83.4K Sell
2,114
-117
-5% -$4.62K 0.02% 309
2023
Q2
$88.4K Sell
2,231
-6
-0.3% -$238 0.02% 304
2023
Q1
$76.3K Sell
2,237
-708
-24% -$24.2K 0.02% 322
2022
Q4
$92K Buy
+2,945
New +$92K 0.02% 299
2017
Q4
Sell
-77
Closed -$3K 543
2017
Q3
$3K Hold
77
﹤0.01% 546
2017
Q2
$3K Hold
77
﹤0.01% 608
2017
Q1
$3K Hold
77
﹤0.01% 485
2016
Q4
$3K Buy
+77
New +$3K ﹤0.01% 518