Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.1K Sell
1,529
-700
-31% -$17K 0.01% 211
2025
Q1
$56.5K Buy
2,229
+225
+11% +$5.7K 0.02% 169
2024
Q4
$53.2K Sell
2,004
-313
-14% -$8.3K 0.02% 174
2024
Q3
$67.1K Buy
2,317
+195
+9% +$5.64K 0.02% 172
2024
Q2
$59.4K Buy
2,122
+32
+2% +$895 0.02% 168
2024
Q1
$58K Sell
2,090
-6,582
-76% -$183K 0.02% 171
2023
Q4
$250K Sell
8,672
-3,009
-26% -$86.6K 0.12% 89
2023
Q3
$387K Buy
11,681
+2,805
+32% +$93K 0.22% 68
2023
Q2
$326K Buy
8,876
+7,149
+414% +$262K 0.18% 73
2023
Q1
$70.5K Hold
1,727
0.04% 148
2022
Q4
$88K Hold
1,727
0.06% 149
2022
Q3
$76K Hold
1,727
0.05% 140
2022
Q2
$91K Sell
1,727
-637
-27% -$33.6K 0.06% 135
2022
Q1
$122K Hold
2,364
0.07% 136
2021
Q4
$140K Buy
2,364
+637
+37% +$37.7K 0.08% 131
2021
Q3
$74K Hold
1,727
0.05% 158
2021
Q2
$68K Hold
1,727
0.04% 152
2021
Q1
$63K Hold
1,727
0.04% 154
2020
Q4
$64K Sell
1,727
-93
-5% -$3.45K 0.05% 150
2020
Q3
$63K Sell
1,820
-1,457
-44% -$50.4K 0.06% 143
2020
Q2
$102K Sell
3,277
-5,630
-63% -$175K 0.1% 119
2020
Q1
$276K Sell
8,907
-2,164
-20% -$67.1K 0.31% 39
2019
Q4
$412K Buy
+11,071
New +$412K 0.35% 43