Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.9K Sell
2,169
-146
-6% -$4.37K 0.01% 355
2025
Q1
$78.2K Buy
2,315
+18
+0.8% +$608 0.02% 329
2024
Q4
$67.9K Buy
2,297
+128
+6% +$3.78K 0.02% 332
2024
Q3
$68.1K Buy
+2,169
New +$68.1K 0.02% 328
2024
Q2
Sell
-358
Closed -$13.5K 287
2024
Q1
$13.5K Sell
358
-5
-1% -$188 0.01% 475
2023
Q4
$12.9K Hold
363
0.01% 494
2023
Q3
$14.1K Sell
363
-300
-45% -$11.6K 0.01% 422
2023
Q2
$23.4K Sell
663
-495
-43% -$17.5K 0.01% 367
2023
Q1
$43.9K Buy
1,158
+500
+76% +$19K 0.02% 302
2022
Q4
$23K Buy
658
+358
+119% +$12.5K 0.01% 368
2022
Q3
$9K Hold
300
0.01% 418
2022
Q2
$9K Buy
+300
New +$9K 0.01% 418
2022
Q1
Sell
-300
Closed -$8K 233
2021
Q4
$8K Hold
300
﹤0.01% 419
2021
Q3
$8K Hold
300
﹤0.01% 401
2021
Q2
$8K Sell
300
-300
-50% -$8K ﹤0.01% 407
2021
Q1
$14K Buy
600
+300
+100% +$7K 0.01% 407
2020
Q4
$6K Hold
300
﹤0.01% 473
2020
Q3
$5K Sell
300
-1,150
-79% -$19.2K ﹤0.01% 273
2020
Q2
$33K Sell
1,450
-626
-30% -$14.2K 0.03% 251
2020
Q1
$50K Buy
+2,076
New +$50K 0.06% 176
2019
Q4
Sell
-2,634
Closed -$100K 202
2019
Q3
$100K Sell
2,634
-44
-2% -$1.67K 0.07% 176
2019
Q2
$110K Sell
2,678
-45
-2% -$1.85K 0.07% 173
2019
Q1
$117K Buy
+2,723
New +$117K 0.09% 143
2018
Q3
$219K Buy
+4,967
New +$219K 0.11% 168