Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Sell
4,393
-227
-5% -$28.7K 0.18% 184
2025
Q1
$497K Buy
+4,620
New +$497K 0.16% 197
2024
Q4
Sell
-4,964
Closed -$534K 419
2024
Q3
$534K Buy
+4,964
New +$534K 0.17% 184
2023
Q4
$9K Buy
+98
New +$9K 0.02% 240
2022
Q3
Sell
-4,132
Closed -$118K 581
2022
Q2
$118K Buy
+4,132
New +$118K 0.32% 135
2022
Q1
Sell
-126
Closed -$6K 603
2021
Q4
$6K Sell
126
-201
-61% -$9.57K 0.01% 398
2021
Q3
$15K Buy
+327
New +$15K 0.02% 405
2020
Q3
Sell
-561
Closed -$15K 640
2020
Q2
$15K Sell
561
-10,152
-95% -$271K 0.02% 405
2020
Q1
$181K Sell
10,713
-5,340
-33% -$90.2K 0.29% 133
2019
Q4
$442K Buy
+16,053
New +$442K 0.51% 85
2019
Q3
Sell
-55,208
Closed -$1.1M 413
2019
Q2
$1.1M Buy
+55,208
New +$1.1M 0.62% 64