Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$25.5K Buy
277
+26
+10% +$2.39K ﹤0.01% 1252
2024
Q4
$21.2K Buy
251
+123
+96% +$10.4K ﹤0.01% 1261
2024
Q3
$13.5K Sell
128
-133
-51% -$14K ﹤0.01% 1518
2024
Q2
$22.6K Sell
261
-192
-42% -$16.6K ﹤0.01% 1175
2024
Q1
$47.7K Sell
453
-72
-14% -$7.58K ﹤0.01% 792
2023
Q4
$62.5K Sell
525
-244
-32% -$29.1K 0.01% 679
2023
Q3
$103K Buy
769
+49
+7% +$6.58K 0.01% 461
2023
Q2
$98.6K Sell
720
-85
-11% -$11.6K 0.01% 488
2023
Q1
$121K Buy
805
+242
+43% +$36.5K 0.01% 432
2022
Q4
$64.4K Sell
563
-52
-8% -$5.95K 0.01% 604
2022
Q3
$72K Buy
615
+59
+11% +$6.91K 0.01% 536
2022
Q2
$83K Buy
556
+69
+14% +$10.3K 0.01% 491
2022
Q1
$64K Buy
487
+78
+19% +$10.3K 0.01% 605
2021
Q4
$61K Buy
409
+76
+23% +$11.3K 0.01% 651
2021
Q3
$51K Buy
333
+27
+9% +$4.14K 0.01% 430
2021
Q2
$62K Buy
306
+14
+5% +$2.84K 0.01% 404
2021
Q1
$64K Buy
292
+22
+8% +$4.82K 0.01% 363
2020
Q4
$58K Buy
270
+11
+4% +$2.36K 0.01% 358
2020
Q3
$33K Buy
259
+84
+48% +$10.7K 0.01% 454
2020
Q2
$21K Buy
175
+82
+88% +$9.84K 0.01% 585
2020
Q1
$9K Sell
93
-268
-74% -$25.9K ﹤0.01% 776
2019
Q4
$46K Buy
361
+164
+83% +$20.9K 0.02% 471
2019
Q3
$20K Sell
197
-131
-40% -$13.3K 0.01% 706
2019
Q2
$38K Buy
328
+244
+290% +$28.3K 0.01% 496
2019
Q1
$13K Sell
84
-54
-39% -$8.36K 0.01% 807
2018
Q4
$21K Buy
+138
New +$21K 0.01% 592