Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$126K Sell
4,140
-3,624
-47% -$111K 0.01% 577
2024
Q4
$293K Buy
7,764
+104
+1% +$3.93K 0.03% 313
2024
Q3
$296K Buy
7,660
+4,926
+180% +$190K 0.03% 312
2024
Q2
$109K Buy
2,734
+422
+18% +$16.8K 0.01% 516
2024
Q1
$78.1K Buy
2,312
+84
+4% +$2.84K 0.01% 620
2023
Q4
$75.8K Buy
2,228
+335
+18% +$11.4K 0.01% 606
2023
Q3
$55K Buy
1,893
+312
+20% +$9.07K 0.01% 648
2023
Q2
$53.6K Buy
1,581
+460
+41% +$15.6K 0.01% 696
2023
Q1
$47.7K Sell
1,121
-191
-15% -$8.13K 0.01% 713
2022
Q4
$59.7K Sell
1,312
-319
-20% -$14.5K 0.01% 631
2022
Q3
$55K Sell
1,631
-22
-1% -$742 0.01% 611
2022
Q2
$75K Buy
1,653
+331
+25% +$15K 0.01% 525
2022
Q1
$119K Sell
1,322
-144
-10% -$13K 0.02% 410
2021
Q4
$87K Buy
1,466
+38
+3% +$2.26K 0.01% 523
2021
Q3
$70K Hold
1,428
0.02% 349
2021
Q2
$53K Hold
1,428
0.01% 455
2021
Q1
$46K Hold
1,428
0.01% 471
2020
Q4
$33K Sell
1,428
-89
-6% -$2.06K 0.01% 524
2020
Q3
$18K Buy
1,517
+178
+13% +$2.11K 0.01% 635
2020
Q2
$15K Buy
1,339
+881
+192% +$9.87K ﹤0.01% 698
2020
Q1
$3K Buy
458
+20
+5% +$131 ﹤0.01% 1147
2019
Q4
$9K Sell
438
-901
-67% -$18.5K ﹤0.01% 940
2019
Q3
$27K Buy
1,339
+1,023
+324% +$20.6K 0.01% 606
2019
Q2
$7K Buy
316
+163
+107% +$3.61K ﹤0.01% 973
2019
Q1
$4K Hold
153
﹤0.01% 1094
2018
Q4
$4K Buy
+153
New +$4K ﹤0.01% 1039