Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Sell
54,506
-13,829
-20% -$41.8K 0.01% 772
2025
Q1
$209K Sell
68,335
-6,175
-8% -$18.9K 0.01% 548
2024
Q4
$264K Buy
74,510
+2,778
+4% +$9.83K 0.02% 377
2024
Q3
$232K Buy
71,732
+18,508
+35% +$60K 0.01% 375
2024
Q2
$162K Sell
53,224
-282
-0.5% -$860 0.01% 373
2024
Q1
$154K Buy
53,506
+6,020
+13% +$17.3K 0.01% 399
2023
Q4
$132K Sell
47,486
-1,630
-3% -$4.54K 0.01% 328
2023
Q3
$119K Buy
49,116
+5,352
+12% +$13K 0.01% 324
2023
Q2
$103K Buy
+43,764
New +$103K 0.01% 279
2017
Q4
Sell
-3,237
Closed -$7K 594
2017
Q3
$7K Hold
3,237
﹤0.01% 449
2017
Q2
$6K Hold
3,237
﹤0.01% 256
2017
Q1
$6K Buy
+3,237
New +$6K ﹤0.01% 283