Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Buy
1,874
+186
+11% +$4.17K 0.01% 187
2025
Q1
$38.3K Sell
1,688
-223
-12% -$5.06K 0.01% 187
2024
Q4
$38.3K Buy
+1,911
New +$38.3K 0.01% 188
2022
Q3
Sell
-5,669
Closed -$212K 98
2022
Q2
$212K Buy
+5,669
New +$212K 0.08% 95
2021
Q4
Sell
-3,766
Closed -$200K 86
2021
Q3
$200K Sell
3,766
-5
-0.1% -$266 0.07% 82
2021
Q2
$213K Buy
3,771
+20
+0.5% +$1.13K 0.08% 80
2021
Q1
$240K Sell
3,751
-375
-9% -$24K 0.09% 78
2020
Q4
$205K Buy
+4,126
New +$205K 0.09% 75