Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
808
-10
-1% -$2.95K 0.1% 73
2025
Q1
$203K Buy
+818
New +$203K 0.09% 75
2024
Q2
Sell
-1,081
Closed -$206K 89
2024
Q1
$206K Buy
+1,081
New +$206K 0.11% 89
2023
Q1
Sell
-1,632
Closed -$230K 85
2022
Q4
$230K Buy
+1,632
New +$230K 0.2% 77
2022
Q3
Sell
-1,630
Closed -$229K 86
2022
Q2
$229K Sell
1,630
-75
-4% -$10.5K 0.17% 87
2022
Q1
$222K Sell
1,705
-748
-30% -$97.4K 0.14% 95
2021
Q4
$328K Buy
2,453
+845
+53% +$113K 0.19% 81
2021
Q3
$220K Hold
1,608
0.14% 96
2021
Q2
$225K Buy
+1,608
New +$225K 0.15% 99