Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.7K Buy
2,233
+14
+0.6% +$500 0.02% 143
2025
Q1
$81.9K Sell
2,219
-215
-9% -$7.93K 0.03% 135
2024
Q4
$91.3K Buy
+2,434
New +$91.3K 0.03% 125
2022
Q3
Sell
-16,046
Closed -$630K 114
2022
Q2
$630K Sell
16,046
-389
-2% -$15.3K 0.11% 91
2022
Q1
$770K Sell
16,435
-46
-0.3% -$2.16K 0.12% 88
2021
Q4
$830K Sell
16,481
-175
-1% -$8.81K 0.12% 89
2021
Q3
$932K Sell
16,656
-292
-2% -$16.3K 0.14% 82
2021
Q2
$966K Buy
16,948
+588
+4% +$33.5K 0.15% 82
2021
Q1
$885K Buy
16,360
+17
+0.1% +$920 0.14% 87
2020
Q4
$856K Buy
+16,343
New +$856K 0.15% 86