Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
22,124
+156
+0.7% +$828 0.01% 731
2025
Q1
$86.1K Sell
21,968
-156
-0.7% -$612 0.01% 768
2024
Q4
$119K Buy
22,124
+1
+0% +$5 0.01% 723
2024
Q3
$157K Buy
22,123
+176
+0.8% +$1.25K 0.02% 659
2024
Q2
$24.1K Buy
21,947
+20,419
+1,336% +$22.5K ﹤0.01% 1080
2024
Q1
$2.38K Hold
1,528
﹤0.01% 1491
2023
Q4
$2.8K Sell
1,528
-124
-8% -$227 ﹤0.01% 1408
2023
Q3
$2.35K Hold
1,652
﹤0.01% 1451
2023
Q2
$3.73K Sell
1,652
-36
-2% -$81 ﹤0.01% 1377
2023
Q1
$4.32K Buy
+1,688
New +$4.32K ﹤0.01% 1326
2020
Q1
Sell
-55,793
Closed -$737K 531
2019
Q4
$737K Sell
55,793
-6,763
-11% -$89.3K 0.08% 242
2019
Q3
$781K Buy
+62,556
New +$781K 0.09% 216
2018
Q4
Sell
-11,041
Closed -$234K 238
2018
Q3
$234K Buy
+11,041
New +$234K 0.13% 195