Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
1,937
-284
-13% -$44.3K 0.08% 180
2025
Q1
$366K Buy
2,221
+985
+80% +$162K 0.1% 163
2024
Q4
$201K Buy
1,236
+194
+19% +$31.6K 0.05% 218
2024
Q3
$204K Buy
+1,042
New +$204K 0.06% 222
2022
Q2
Sell
-1,156
Closed -$218K 185
2022
Q1
$218K Sell
1,156
-120
-9% -$22.6K 0.09% 159
2021
Q4
$311K Sell
1,276
-7
-0.5% -$1.71K 0.14% 124
2021
Q3
$249K Sell
1,283
-204
-14% -$39.6K 0.13% 132
2021
Q2
$277K Sell
1,487
-45
-3% -$8.38K 0.14% 127
2021
Q1
$241K Buy
1,532
+44
+3% +$6.92K 0.14% 120
2020
Q4
$246K Buy
1,488
+183
+14% +$30.3K 0.15% 108
2020
Q3
$216K Buy
+1,305
New +$216K 0.15% 109