Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$157K Sell
11,444
-15,750
-58% -$217K ﹤0.01% 1011
2024
Q4
$322K Sell
27,194
-2,886
-10% -$34.2K ﹤0.01% 999
2024
Q3
$540K Buy
30,080
+5,159
+21% +$92.6K ﹤0.01% 845
2024
Q2
$438K Buy
24,921
+2,038
+9% +$35.8K ﹤0.01% 778
2024
Q1
$482K Buy
22,883
+12,257
+115% +$258K 0.01% 591
2023
Q4
$277K Sell
10,626
-240
-2% -$6.26K ﹤0.01% 581
2023
Q3
$250K Buy
10,866
+9,986
+1,135% +$230K ﹤0.01% 448
2023
Q2
$20.6K Sell
880
-231
-21% -$5.42K ﹤0.01% 506
2023
Q1
$13.2K Hold
1,111
﹤0.01% 504
2022
Q4
$17K Sell
1,111
-54
-5% -$828 ﹤0.01% 503
2022
Q3
$22K Hold
1,165
﹤0.01% 487
2022
Q2
$21K Hold
1,165
﹤0.01% 487
2022
Q1
$35K Hold
1,165
﹤0.01% 489
2021
Q4
$33K Buy
1,165
+285
+32% +$8.07K ﹤0.01% 502
2021
Q3
$35K Hold
880
﹤0.01% 461
2021
Q2
$38K Hold
880
﹤0.01% 466
2021
Q1
$33K Hold
880
﹤0.01% 441
2020
Q4
$35K Hold
880
﹤0.01% 379
2020
Q3
$37K Hold
880
﹤0.01% 345
2020
Q2
$37K Hold
880
﹤0.01% 314
2020
Q1
$17K Hold
880
﹤0.01% 364
2019
Q4
$34K Buy
+880
New +$34K ﹤0.01% 319