Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$87.2K Buy
919
+59
+7% +$5.6K 0.01% 729
2024
Q4
$73K Sell
860
-124
-13% -$10.5K 0.01% 661
2024
Q3
$98.5K Buy
984
+6
+0.6% +$600 0.01% 565
2024
Q2
$87.1K Buy
978
+110
+13% +$9.8K 0.01% 587
2024
Q1
$72.3K Buy
868
+57
+7% +$4.75K 0.01% 648
2023
Q4
$63.4K Buy
811
+43
+6% +$3.36K 0.01% 675
2023
Q3
$59.2K Buy
768
+84
+12% +$6.47K 0.01% 624
2023
Q2
$56.2K Sell
684
-5
-0.7% -$411 0.01% 676
2023
Q1
$48.6K Sell
689
-51
-7% -$3.6K 0.01% 708
2022
Q4
$50.7K Buy
740
+142
+24% +$9.73K 0.01% 690
2022
Q3
$35K Sell
598
-178
-23% -$10.4K 0.01% 770
2022
Q2
$54K Buy
776
+159
+26% +$11.1K 0.01% 624
2022
Q1
$49K Sell
617
-94
-13% -$7.47K 0.01% 687
2021
Q4
$62K Buy
711
+124
+21% +$10.8K 0.01% 645
2021
Q3
$47K Buy
587
+42
+8% +$3.36K 0.01% 455
2021
Q2
$38K Buy
545
+6
+1% +$418 0.01% 552
2021
Q1
$38K Buy
539
+61
+13% +$4.3K 0.01% 532
2020
Q4
$32K Buy
478
+18
+4% +$1.21K 0.01% 534
2020
Q3
$26K Buy
460
+7
+2% +$396 0.01% 533
2020
Q2
$26K Buy
453
+37
+9% +$2.12K 0.01% 525
2020
Q1
$21K Sell
416
-341
-45% -$17.2K 0.01% 523
2019
Q4
$43K Sell
757
-205
-21% -$11.6K 0.02% 488
2019
Q3
$56K Buy
+962
New +$56K 0.02% 377