Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.9K Buy
1,820
+1,065
+141% +$40.9K 0.01% 338
2025
Q1
$29.2K Buy
755
+130
+21% +$5.04K 0.01% 489
2024
Q4
$21.1K Buy
625
+199
+47% +$6.73K 0.01% 492
2024
Q3
$17.4K Buy
+426
New +$17.4K ﹤0.01% 511
2024
Q2
Sell
-232
Closed -$9.95K 417
2024
Q1
$9.95K Hold
232
﹤0.01% 500
2023
Q4
$8.6K Hold
232
﹤0.01% 529
2023
Q3
$8.41K Hold
232
﹤0.01% 463
2023
Q2
$8.27K Sell
232
-722
-76% -$25.7K ﹤0.01% 469
2023
Q1
$33.9K Buy
954
+722
+311% +$25.7K 0.02% 329
2022
Q4
$8.15K Buy
+232
New +$8.15K ﹤0.01% 486
2022
Q3
Sell
-393
Closed -$21K 639
2022
Q2
$21K Buy
+393
New +$21K 0.01% 336
2022
Q1
Sell
-393
Closed -$22K 328
2021
Q4
$22K Hold
393
0.01% 338
2021
Q3
$19K Hold
393
0.01% 322
2021
Q2
$20K Sell
393
-1,113
-74% -$56.6K 0.01% 320
2021
Q1
$68K Buy
1,506
+553
+58% +$25K 0.04% 251
2020
Q4
$44K Sell
953
-688
-42% -$31.8K 0.03% 279
2020
Q3
$77K Sell
1,641
-213
-11% -$10K 0.07% 164
2020
Q2
$94K Sell
1,854
-90
-5% -$4.56K 0.1% 156
2020
Q1
$92K Buy
+1,944
New +$92K 0.12% 129
2019
Q4
Sell
-2,428
Closed -$130K 320
2019
Q3
$130K Sell
2,428
-60
-2% -$3.21K 0.08% 162
2019
Q2
$124K Sell
2,488
-729
-23% -$36.3K 0.08% 165
2019
Q1
$168K Buy
+3,217
New +$168K 0.13% 119
2018
Q3
$218K Buy
+4,344
New +$218K 0.1% 170