Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$78.5K Buy
3,418
+205
+6% +$4.71K 0.01% 777
2024
Q4
$74.5K Buy
3,213
+1,553
+94% +$36K 0.01% 656
2024
Q3
$57.8K Sell
1,660
-393
-19% -$13.7K 0.01% 757
2024
Q2
$66.5K Buy
2,053
+1,752
+582% +$56.7K 0.01% 682
2024
Q1
$10.2K Sell
301
-2
-0.7% -$68 ﹤0.01% 1560
2023
Q4
$11.9K Sell
303
-589
-66% -$23.2K ﹤0.01% 1450
2023
Q3
$34K Buy
892
+72
+9% +$2.75K ﹤0.01% 822
2023
Q2
$37.4K Sell
820
-340
-29% -$15.5K ﹤0.01% 809
2023
Q1
$52K Buy
1,160
+336
+41% +$15K 0.01% 681
2022
Q4
$36.2K Sell
824
-309
-27% -$13.6K ﹤0.01% 813
2022
Q3
$48K Buy
1,133
+359
+46% +$15.2K 0.01% 652
2022
Q2
$38K Buy
774
+75
+11% +$3.68K 0.01% 755
2022
Q1
$39K Hold
699
0.01% 756
2021
Q4
$36K Hold
699
0.01% 823
2021
Q3
$35K Hold
699
0.01% 546
2021
Q2
$34K Hold
699
0.01% 590
2021
Q1
$32K Sell
699
-22
-3% -$1.01K 0.01% 575
2020
Q4
$31K Buy
721
+8
+1% +$344 0.01% 544
2020
Q3
$30K Sell
713
-74
-9% -$3.11K 0.01% 481
2020
Q2
$33K Sell
787
-136
-15% -$5.7K 0.01% 459
2020
Q1
$38K Buy
923
+81
+10% +$3.34K 0.01% 385
2019
Q4
$39K Buy
842
+64
+8% +$2.96K 0.01% 515
2019
Q3
$38K Sell
778
-76
-9% -$3.71K 0.01% 499
2019
Q2
$38K Buy
854
+360
+73% +$16K 0.01% 495
2019
Q1
$21K Buy
494
+69
+16% +$2.93K 0.01% 672
2018
Q4
$16K Buy
+425
New +$16K 0.01% 689