Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$185K Buy
3,838
+3,575
+1,359% +$172K 0.02% 442
2024
Q4
$13.8K Buy
263
+4
+2% +$209 ﹤0.01% 1481
2024
Q3
$14.1K Sell
259
-13
-5% -$706 ﹤0.01% 1495
2024
Q2
$14K Buy
272
+9
+3% +$463 ﹤0.01% 1442
2024
Q1
$13K Buy
263
+18
+7% +$892 ﹤0.01% 1420
2023
Q4
$12.3K Buy
245
+50
+26% +$2.52K ﹤0.01% 1432
2023
Q3
$9.4K Hold
195
﹤0.01% 1449
2023
Q2
$9.84K Buy
195
+61
+46% +$3.08K ﹤0.01% 1479
2023
Q1
$6.06K Sell
134
-7
-5% -$316 ﹤0.01% 1769
2022
Q4
$5.86K Buy
141
+69
+96% +$2.87K ﹤0.01% 1729
2022
Q3
$3K Hold
72
﹤0.01% 1837
2022
Q2
$3K Sell
72
-12
-14% -$500 ﹤0.01% 1746
2022
Q1
$3K Buy
84
+12
+17% +$429 ﹤0.01% 1789
2021
Q4
$3K Hold
72
﹤0.01% 1639
2021
Q3
$3K Hold
72
﹤0.01% 1378
2021
Q2
$3K Hold
72
﹤0.01% 1439
2021
Q1
$3K Hold
72
﹤0.01% 1387
2020
Q4
$3K Hold
72
﹤0.01% 1315
2020
Q3
$2K Sell
72
-14
-16% -$389 ﹤0.01% 1358
2020
Q2
$2K Buy
86
+1
+1% +$23 ﹤0.01% 1353
2020
Q1
$2K Buy
85
+54
+174% +$1.27K ﹤0.01% 1263
2019
Q4
$1K Buy
+31
New +$1K ﹤0.01% 1358
2019
Q1
Hold
0
1389
2018
Q4
Hold
0
1352