Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.9K Buy
1,201
+156
+15% +$8.04K ﹤0.01% 284
2025
Q1
$55.9K Buy
1,045
+100
+11% +$5.35K ﹤0.01% 292
2024
Q4
$45.2K Buy
945
+163
+21% +$7.8K ﹤0.01% 315
2024
Q3
$34.8K Hold
782
﹤0.01% 356
2024
Q2
$33.3K Buy
782
+525
+204% +$22.4K ﹤0.01% 346
2024
Q1
$10.7K Hold
257
﹤0.01% 435
2023
Q4
$9.44K Buy
+257
New +$9.44K ﹤0.01% 452
2020
Q1
Sell
-40,518
Closed -$1.03M 533
2019
Q4
$1.03M Buy
40,518
+5,170
+15% +$132K 0.14% 67
2019
Q3
$990K Buy
35,348
+701
+2% +$19.6K 0.15% 65
2019
Q2
$1.12M Buy
34,647
+1,369
+4% +$44.1K 0.17% 60
2019
Q1
$1.09M Sell
33,278
-24,237
-42% -$797K 0.18% 54
2018
Q4
$1.74M Buy
57,515
+735
+1% +$22.3K 0.34% 40
2018
Q3
$1.97M Buy
56,780
+10,345
+22% +$359K 0.39% 39
2018
Q2
$1.58M Hold
46,435
0.59% 38
2018
Q1
$1.53M Sell
46,435
-346
-0.7% -$11.4K 0.64% 32
2017
Q4
$1.66M Sell
46,781
-1,446
-3% -$51.2K 0.71% 31
2017
Q3
$1.69M Sell
48,227
-107
-0.2% -$3.75K 0.85% 27
2017
Q2
$1.61M Buy
48,334
+805
+2% +$26.9K 0.84% 27
2017
Q1
$1.71M Buy
+47,529
New +$1.71M 0.92% 24