Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$116K Sell
2,022
-90
-4% -$5.17K 0.05% 63
2024
Q4
$104K Buy
2,112
+632
+43% +$31.3K 0.04% 56
2024
Q3
$66.9K Hold
1,480
0.03% 60
2024
Q2
$64.4K Sell
1,480
-135
-8% -$5.87K 0.03% 59
2024
Q1
$63.6K Hold
1,615
0.03% 62
2023
Q4
$65.5K Buy
1,615
+85
+6% +$3.45K 0.03% 61
2023
Q3
$60.4K Hold
1,530
0.03% 60
2023
Q2
$60.6K Hold
1,530
0.03% 65
2023
Q1
$52.2K Hold
1,530
0.02% 63
2022
Q4
$48K Sell
1,530
-45
-3% -$1.41K 0.02% 68
2022
Q3
$41K Buy
1,575
+265
+20% +$6.9K 0.02% 74
2022
Q2
$43K Sell
1,310
-1,925
-60% -$63.2K 0.02% 67
2022
Q1
$111K Buy
3,235
+25
+0.8% +$858 0.03% 66
2021
Q4
$97K Hold
3,210
0.03% 66
2021
Q3
$84K Sell
3,210
-90
-3% -$2.36K 0.03% 69
2021
Q2
$118K Hold
3,300
0.03% 69
2021
Q1
$96K Sell
3,300
-260
-7% -$7.56K 0.03% 67
2020
Q4
$92K Buy
+3,560
New +$92K 0.04% 64