Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.3K Buy
102
+11
+12% +$2.52K 0.01% 265
2025
Q1
$19.6K Hold
91
0.01% 281
2024
Q4
$25K Hold
91
0.01% 254
2024
Q3
$24.9K Sell
91
-1,123
-93% -$307K 0.01% 276
2024
Q2
$356K Hold
1,214
0.15% 80
2024
Q1
$343K Hold
1,214
0.15% 82
2023
Q4
$323K Buy
1,214
+105
+9% +$28K 0.16% 81
2023
Q3
$287K Sell
1,109
-105
-9% -$27.2K 0.16% 79
2023
Q2
$297K Sell
1,214
-190
-14% -$46.5K 0.17% 77
2023
Q1
$321K Hold
1,404
0.19% 76
2022
Q4
$248K Sell
1,404
-2,888
-67% -$510K 0.17% 77
2022
Q3
$861K Buy
4,292
+29
+0.7% +$5.82K 0.62% 51
2022
Q2
$1.04M Buy
4,263
+45
+1% +$11K 0.72% 46
2022
Q1
$924K Buy
4,218
+14
+0.3% +$3.07K 0.6% 51
2021
Q4
$1.1M Sell
4,204
-25
-0.6% -$6.55K 0.72% 46
2021
Q3
$958K Sell
4,229
-50
-1% -$11.3K 0.7% 46
2021
Q2
$1.27M Sell
4,279
-23
-0.5% -$6.81K 0.96% 36
2021
Q1
$1.2M Sell
4,302
-85
-2% -$23.8K 0.99% 39
2020
Q4
$1.19M Sell
4,387
-55
-1% -$14.9K 1.15% 32
2020
Q3
$1.12M Sell
4,442
-230
-5% -$57.9K 1.22% 32
2020
Q2
$724K Sell
4,672
-657
-12% -$102K 0.81% 42
2020
Q1
$617K Sell
5,329
-120
-2% -$13.9K 0.77% 37
2019
Q4
$824K Buy
+5,449
New +$824K 0.8% 38