Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.6K Buy
1,233
+158
+15% +$8.54K ﹤0.01% 952
2025
Q1
$53.6K Buy
1,075
+21
+2% +$1.05K ﹤0.01% 638
2024
Q4
$47.9K Buy
1,054
+7
+0.7% +$318 ﹤0.01% 642
2024
Q3
$49.7K Buy
1,047
+68
+7% +$3.23K ﹤0.01% 635
2024
Q2
$44.7K Buy
979
+133
+16% +$6.07K ﹤0.01% 644
2024
Q1
$36.2K Sell
846
-38
-4% -$1.62K ﹤0.01% 635
2023
Q4
$35.1K Sell
884
-308
-26% -$12.2K ﹤0.01% 615
2023
Q3
$40.2K Hold
1,192
﹤0.01% 630
2023
Q2
$39.8K Buy
1,192
+55
+5% +$1.84K ﹤0.01% 621
2023
Q1
$36.9K Buy
+1,137
New +$36.9K ﹤0.01% 619
2020
Q3
Sell
-107,212
Closed -$2.53M 446
2020
Q2
$2.53M Buy
+107,212
New +$2.53M 0.06% 139