Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58K Hold
198
0.03% 143
2025
Q1
$49K Sell
198
-52
-21% -$12.9K 0.03% 115
2024
Q4
$55K Sell
250
-198
-44% -$43.6K 0.03% 115
2024
Q3
$99K Sell
448
-1,145
-72% -$253K 0.05% 106
2024
Q2
$276K Buy
1,593
+300
+23% +$52K 0.13% 40
2024
Q1
$247K Buy
1,293
+53
+4% +$10.1K 0.12% 45
2023
Q4
$203K Buy
1,240
+12
+1% +$1.97K 0.1% 50
2023
Q3
$172K Buy
1,228
+888
+261% +$124K 0.11% 47
2023
Q2
$45K Buy
340
+168
+98% +$22.2K 0.03% 122
2023
Q1
$23K Sell
172
-1,542
-90% -$206K 0.01% 110
2022
Q4
$241K Buy
+1,714
New +$241K 0.13% 40
2020
Q3
$478K Buy
4,108
+93
+2% +$10.8K 0.68% 36
2020
Q2
$464K Sell
4,015
-2,603
-39% -$301K 0.5% 35
2020
Q1
$702K Sell
6,618
-1,634
-20% -$173K 1.09% 20
2019
Q4
$1.06M Buy
+8,252
New +$1.06M 0.99% 17