Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$842K Sell
3,096
-247
-7% -$67.1K 0.01% 229
2024
Q4
$1.11M Buy
3,343
+387
+13% +$128K 0.02% 204
2024
Q3
$980K Buy
2,956
+910
+44% +$302K 0.02% 219
2024
Q2
$642K Buy
2,046
+252
+14% +$79K 0.01% 247
2024
Q1
$561K Hold
1,794
0.01% 274
2023
Q4
$432K Sell
1,794
-57
-3% -$13.7K 0.01% 288
2023
Q3
$395K Sell
1,851
-50
-3% -$10.7K 0.01% 291
2023
Q2
$382K Buy
1,901
+249
+15% +$50.1K 0.01% 292
2023
Q1
$283K Sell
1,652
-14
-0.8% -$2.4K 0.01% 318
2022
Q4
$261K Buy
1,666
+14
+0.8% +$2.2K 0.01% 330
2022
Q3
$220K Hold
1,652
0.01% 351
2022
Q2
$208K Hold
1,652
0.01% 370
2022
Q1
$251K Hold
1,652
0.01% 364
2021
Q4
$285K Sell
1,652
-13
-0.8% -$2.24K 0.01% 357
2021
Q3
$249K Hold
1,665
0.01% 363
2021
Q2
$247K Hold
1,665
0.01% 372
2021
Q1
$230K Sell
1,665
-133
-7% -$18.4K 0.01% 373
2020
Q4
$216K Hold
1,798
0.01% 371
2020
Q3
$183K Buy
1,798
+13
+0.7% +$1.32K 0.01% 372
2020
Q2
$156K Hold
1,785
0.01% 377
2020
Q1
$139K Sell
1,785
-658
-27% -$51.2K 0.01% 373
2019
Q4
$231K Buy
2,443
+900
+58% +$85.1K 0.01% 370
2019
Q3
$128K Buy
1,543
+125
+9% +$10.4K ﹤0.01% 453
2019
Q2
$118K Buy
+1,418
New +$118K ﹤0.01% 472