Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$117K Buy
3,467
+164
+5% +$5.54K 0.01% 615
2024
Q4
$97.6K Sell
3,303
-1,695
-34% -$50.1K 0.01% 566
2024
Q3
$157K Sell
4,998
-722
-13% -$22.7K 0.01% 442
2024
Q2
$206K Sell
5,720
-154
-3% -$5.56K 0.02% 360
2024
Q1
$221K Sell
5,874
-16,814
-74% -$634K 0.02% 339
2023
Q4
$803K Sell
22,688
-893
-4% -$31.6K 0.08% 145
2023
Q3
$913K Buy
23,581
+1,153
+5% +$44.6K 0.1% 114
2023
Q2
$791K Buy
22,428
+16,297
+266% +$575K 0.08% 140
2023
Q1
$233K Hold
6,131
0.03% 284
2022
Q4
$214K Sell
6,131
-40
-0.6% -$1.4K 0.03% 315
2022
Q3
$176K Buy
6,171
+628
+11% +$17.9K 0.03% 291
2022
Q2
$157K Buy
5,543
+1,909
+53% +$54.1K 0.03% 337
2022
Q1
$107K Sell
3,634
-1,773
-33% -$52.2K 0.02% 443
2021
Q4
$144K Buy
5,407
+2,471
+84% +$65.8K 0.02% 395
2021
Q3
$80K Buy
2,936
+244
+9% +$6.65K 0.02% 317
2021
Q2
$71K Buy
2,692
+30
+1% +$791 0.02% 367
2021
Q1
$65K Buy
2,662
+492
+23% +$12K 0.01% 356
2020
Q4
$45K Buy
2,170
+509
+31% +$10.6K 0.01% 426
2020
Q3
$29K Sell
1,661
-1,674
-50% -$29.2K 0.01% 493
2020
Q2
$78K Buy
3,335
+750
+29% +$17.5K 0.02% 257
2020
Q1
$63K Sell
2,585
-3,150
-55% -$76.8K 0.02% 268
2019
Q4
$216K Buy
5,735
+366
+7% +$13.8K 0.08% 135
2019
Q3
$204K Sell
5,369
-1,359
-20% -$51.6K 0.08% 131
2019
Q2
$275K Buy
6,728
+200
+3% +$8.18K 0.11% 96
2019
Q1
$280K Buy
6,528
+954
+17% +$40.9K 0.11% 94
2018
Q4
$204K Buy
+5,574
New +$204K 0.1% 107