Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$95K Sell
7,648
-9,560
-56% -$119K 0.01% 702
2024
Q4
$221K Buy
17,208
+3,034
+21% +$39K 0.02% 373
2024
Q3
$284K Sell
14,174
-297
-2% -$5.96K 0.03% 320
2024
Q2
$254K Buy
14,471
+1,071
+8% +$18.8K 0.02% 311
2024
Q1
$240K Buy
13,400
+284
+2% +$5.09K 0.02% 319
2023
Q4
$252K Buy
13,116
+3,809
+41% +$73.3K 0.03% 302
2023
Q3
$141K Buy
9,307
+4,441
+91% +$67.5K 0.02% 393
2023
Q2
$101K Buy
4,866
+344
+8% +$7.13K 0.01% 481
2023
Q1
$109K Sell
4,522
-920
-17% -$22.2K 0.01% 462
2022
Q4
$157K Sell
5,442
-643
-11% -$18.5K 0.02% 387
2022
Q3
$138K Buy
6,085
+724
+14% +$16.4K 0.02% 360
2022
Q2
$113K Buy
5,361
+51
+1% +$1.08K 0.02% 417
2022
Q1
$137K Buy
5,310
+133
+3% +$3.43K 0.02% 380
2021
Q4
$126K Buy
5,177
+5,104
+6,992% +$124K 0.02% 433
2021
Q3
$2K Hold
73
﹤0.01% 1488
2021
Q2
$2K Sell
73
-19
-21% -$521 ﹤0.01% 1546
2021
Q1
$2K Buy
92
+19
+26% +$413 ﹤0.01% 1502
2020
Q4
$2K Hold
73
﹤0.01% 1411
2020
Q3
$1K Hold
73
﹤0.01% 1491
2020
Q2
$1K Buy
+73
New +$1K ﹤0.01% 1494