Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
1,561
-52
-3% -$3.88K 0.01% 293
2025
Q1
$102K Sell
1,613
-87
-5% -$5.48K 0.01% 305
2024
Q4
$96.8K Hold
1,700
0.01% 312
2024
Q3
$99.9K Hold
1,700
0.01% 299
2024
Q2
$91.7K Buy
1,700
+68
+4% +$3.67K 0.01% 308
2024
Q1
$94.1K Hold
1,632
0.01% 303
2023
Q4
$78.2K Sell
1,632
-332
-17% -$15.9K 0.01% 328
2023
Q3
$100K Buy
1,964
+175
+10% +$8.95K 0.01% 288
2023
Q2
$103K Hold
1,789
0.01% 286
2023
Q1
$108K Buy
1,789
+332
+23% +$20K 0.01% 270
2022
Q4
$85.6K Hold
1,457
0.01% 291
2022
Q3
$83K Buy
1,457
+1,287
+757% +$73.3K 0.01% 282
2022
Q2
$9K Sell
170
-66
-28% -$3.49K ﹤0.01% 515
2022
Q1
$14K Buy
+236
New +$14K ﹤0.01% 496
2021
Q4
Sell
-205
Closed -$9K 183
2021
Q3
$9K Buy
205
+87
+74% +$3.82K ﹤0.01% 484
2021
Q2
$5K Sell
118
-83
-41% -$3.52K ﹤0.01% 493
2021
Q1
$9K Buy
201
+83
+70% +$3.72K ﹤0.01% 425
2020
Q4
$5K Hold
118
﹤0.01% 414
2020
Q3
$3K Sell
118
-248
-68% -$6.31K ﹤0.01% 429
2020
Q2
$10K Hold
366
﹤0.01% 365
2020
Q1
$9K Hold
366
﹤0.01% 375
2019
Q4
$11K Hold
366
﹤0.01% 367
2019
Q3
$10K Sell
366
-247
-40% -$6.75K ﹤0.01% 362
2019
Q2
$18K Buy
+613
New +$18K ﹤0.01% 324