Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$73.6K Sell
11,166
-48
-0.4% -$316 0.01% 812
2024
Q4
$66.1K Hold
11,214
0.01% 697
2024
Q3
$71.7K Sell
11,214
-4,489
-29% -$28.7K 0.01% 673
2024
Q2
$96.3K Buy
15,703
+1,066
+7% +$6.54K 0.01% 555
2024
Q1
$88.6K Hold
14,637
0.01% 571
2023
Q4
$84.3K Buy
14,637
+117
+0.8% +$674 0.01% 575
2023
Q3
$69.7K Buy
14,520
+49
+0.3% +$235 0.01% 577
2023
Q2
$73.4K Buy
14,471
+401
+3% +$2.03K 0.01% 578
2023
Q1
$60.5K Buy
14,070
+633
+5% +$2.72K 0.01% 622
2022
Q4
$67.7K Sell
13,437
-183
-1% -$922 0.01% 588
2022
Q3
$54K Buy
13,620
+1,277
+10% +$5.06K 0.01% 617
2022
Q2
$53K Buy
12,343
+495
+4% +$2.13K 0.01% 632
2022
Q1
$60K Sell
11,848
-2,899
-20% -$14.7K 0.01% 627
2021
Q4
$70K Buy
14,747
+1,903
+15% +$9.03K 0.01% 607
2021
Q3
$63K Sell
12,844
-114
-0.9% -$559 0.02% 378
2021
Q2
$50K Sell
12,958
-219
-2% -$845 0.01% 474
2021
Q1
$58K Hold
13,177
0.01% 390
2020
Q4
$48K Buy
13,177
+1,546
+13% +$5.63K 0.01% 405
2020
Q3
$27K Sell
11,631
-3,997
-26% -$9.28K 0.01% 518
2020
Q2
$42K Buy
15,628
+3,987
+34% +$10.7K 0.01% 399
2020
Q1
$27K Buy
11,641
+2,223
+24% +$5.16K 0.01% 457
2019
Q4
$39K Buy
9,418
+466
+5% +$1.93K 0.01% 514
2019
Q3
$34K Buy
8,952
+4,669
+109% +$17.7K 0.01% 535
2019
Q2
$18K Sell
4,283
-153
-3% -$643 0.01% 726
2019
Q1
$18K Buy
4,436
+263
+6% +$1.07K 0.01% 721
2018
Q4
$16K Buy
+4,173
New +$16K 0.01% 686