Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.6K Sell
227
-238
-51% -$62.5K ﹤0.01% 1053
2025
Q1
$108K Buy
465
+77
+20% +$17.9K ﹤0.01% 739
2024
Q4
$89K Buy
388
+13
+3% +$2.98K ﹤0.01% 728
2024
Q3
$83.8K Buy
+375
New +$83.8K ﹤0.01% 737
2024
Q2
Sell
-311
Closed -$67.9K 2186
2024
Q1
$67.9K Sell
311
-3
-1% -$655 ﹤0.01% 776
2023
Q4
$71.4K Sell
314
-1
-0.3% -$227 ﹤0.01% 772
2023
Q3
$63.3K Buy
315
+15
+5% +$3.02K ﹤0.01% 778
2023
Q2
$62.3K Buy
300
+1
+0.3% +$208 ﹤0.01% 802
2023
Q1
$59K Sell
299
-50
-14% -$9.86K ﹤0.01% 801
2022
Q4
$71K Sell
349
-647
-65% -$132K ﹤0.01% 767
2022
Q3
$176K Sell
996
-518
-34% -$91.5K ﹤0.01% 625
2022
Q2
$305K Sell
1,514
-52
-3% -$10.5K ﹤0.01% 539
2022
Q1
$355K Sell
1,566
-81
-5% -$18.4K ﹤0.01% 533
2021
Q4
$444K Buy
+1,647
New +$444K 0.01% 501
2020
Q1
Sell
-1,642
Closed -$239K 352
2019
Q4
$239K Buy
1,642
+5
+0.3% +$728 0.01% 333
2019
Q3
$236 Buy
1,637
+6
+0.4% +$1 0.01% 348
2019
Q2
$242 Buy
1,631
+13
+0.8% +$2 0.01% 332
2019
Q1
$213K Buy
+1,618
New +$213K 0.01% 334
2018
Q2
Sell
-1,719
Closed -$239K 342
2018
Q1
$239K Sell
1,719
-41
-2% -$5.7K 0.01% 304
2017
Q4
$241K Sell
1,760
-228
-11% -$31.2K 0.01% 300
2017
Q3
$258K Sell
1,988
-68
-3% -$8.83K 0.01% 290
2017
Q2
$273K Buy
+2,056
New +$273K 0.01% 284