Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$138K Buy
435
+140
+47% +$44.3K 0.01% 548
2024
Q4
$99.5K Buy
295
+6
+2% +$2.02K 0.01% 563
2024
Q3
$92.1K Buy
289
+13
+5% +$4.14K 0.01% 585
2024
Q2
$88.7K Sell
276
-13
-4% -$4.18K 0.01% 577
2024
Q1
$100K Buy
289
+28
+11% +$9.72K 0.01% 539
2023
Q4
$94.7K Buy
261
+20
+8% +$7.26K 0.01% 536
2023
Q3
$71.7K Buy
241
+37
+18% +$11K 0.01% 561
2023
Q2
$67.4K Hold
204
0.01% 612
2023
Q1
$67.9K Buy
204
+2
+1% +$666 0.01% 591
2022
Q4
$48.8K Buy
202
+138
+216% +$33.3K 0.01% 706
2022
Q3
$14K Sell
64
-9
-12% -$1.97K ﹤0.01% 1153
2022
Q2
$17K Buy
73
+20
+38% +$4.66K ﹤0.01% 1026
2022
Q1
$17K Sell
53
-70
-57% -$22.5K ﹤0.01% 1066
2021
Q4
$49K Hold
123
0.01% 722
2021
Q3
$42K Hold
123
0.01% 485
2021
Q2
$43K Hold
123
0.01% 515
2021
Q1
$42K Buy
123
+74
+151% +$25.3K 0.01% 495
2020
Q4
$18K Buy
49
+2
+4% +$735 ﹤0.01% 711
2020
Q3
$15K Buy
47
+2
+4% +$638 ﹤0.01% 702
2020
Q2
$13K Buy
45
+2
+5% +$578 ﹤0.01% 735
2020
Q1
$10K Buy
43
+1
+2% +$233 ﹤0.01% 743
2019
Q4
$11K Buy
42
+14
+50% +$3.67K ﹤0.01% 896
2019
Q3
$6K Buy
28
+12
+75% +$2.57K ﹤0.01% 1011
2019
Q2
$3K Hold
16
﹤0.01% 1140
2019
Q1
$2K Hold
16
﹤0.01% 1201
2018
Q4
$2K Buy
+16
New +$2K ﹤0.01% 1149