Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$185K Buy
3,807
+1,018
+37% +$49.4K 0.02% 441
2024
Q4
$136K Sell
2,789
-16
-0.6% -$781 0.01% 470
2024
Q3
$174K Sell
2,805
-576
-17% -$35.8K 0.02% 422
2024
Q2
$193K Sell
3,381
-1,197
-26% -$68.3K 0.02% 371
2024
Q1
$264K Sell
4,578
-456
-9% -$26.3K 0.02% 306
2023
Q4
$344K Buy
5,034
+1,445
+40% +$98.7K 0.03% 251
2023
Q3
$204K Buy
3,589
+870
+32% +$49.5K 0.02% 312
2023
Q2
$162K Sell
2,719
-1,043
-28% -$62.2K 0.02% 380
2023
Q1
$239K Sell
3,762
-310
-8% -$19.7K 0.03% 277
2022
Q4
$253K Sell
4,072
-439
-10% -$27.2K 0.03% 281
2022
Q3
$226K Buy
4,511
+820
+22% +$41.1K 0.04% 251
2022
Q2
$207K Buy
3,691
+1,043
+39% +$58.5K 0.03% 279
2022
Q1
$182K Sell
2,648
-7
-0.3% -$481 0.03% 307
2021
Q4
$143K Buy
2,655
+656
+33% +$35.3K 0.02% 397
2021
Q3
$95K Buy
1,999
+231
+13% +$11K 0.02% 274
2021
Q2
$115K Sell
1,768
-88
-5% -$5.72K 0.03% 265
2021
Q1
$115K Buy
1,856
+154
+9% +$9.54K 0.03% 247
2020
Q4
$99K Buy
1,702
+98
+6% +$5.7K 0.02% 248
2020
Q3
$74K Buy
1,604
+19
+1% +$877 0.02% 264
2020
Q2
$70K Sell
1,585
-26
-2% -$1.15K 0.02% 280
2020
Q1
$53K Sell
1,611
-2,696
-63% -$88.7K 0.02% 308
2019
Q4
$210K Sell
4,307
-101
-2% -$4.93K 0.07% 137
2019
Q3
$194K Buy
4,408
+23
+0.5% +$1.01K 0.07% 139
2019
Q2
$227K Buy
4,385
+74
+2% +$3.83K 0.09% 117
2019
Q1
$210K Hold
4,311
0.08% 119
2018
Q4
$185K Buy
+4,311
New +$185K 0.09% 116