Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$67K Buy
1,108
+724
+189% +$43.8K 0.01% 861
2024
Q4
$32.6K Buy
384
+2
+0.5% +$170 ﹤0.01% 1010
2024
Q3
$23.5K Sell
382
-205
-35% -$12.6K ﹤0.01% 1206
2024
Q2
$28.3K Buy
587
+350
+148% +$16.9K ﹤0.01% 1054
2024
Q1
$11.7K Hold
237
﹤0.01% 1485
2023
Q4
$10.7K Sell
237
-14
-6% -$630 ﹤0.01% 1519
2023
Q3
$11.9K Buy
251
+10
+4% +$473 ﹤0.01% 1321
2023
Q2
$10.2K Sell
241
-1
-0.4% -$42 ﹤0.01% 1450
2023
Q1
$12.7K Sell
242
-93
-28% -$4.88K ﹤0.01% 1300
2022
Q4
$17.1K Buy
335
+263
+365% +$13.4K ﹤0.01% 1143
2022
Q3
$3K Sell
72
-98
-58% -$4.08K ﹤0.01% 1852
2022
Q2
$8K Buy
170
+78
+85% +$3.67K ﹤0.01% 1340
2022
Q1
$6K Buy
92
+53
+136% +$3.46K ﹤0.01% 1503
2021
Q4
$3K Hold
39
﹤0.01% 1649
2021
Q3
$2K Hold
39
﹤0.01% 1515
2021
Q2
$2K Hold
39
﹤0.01% 1568
2021
Q1
$2K Buy
39
+12
+44% +$615 ﹤0.01% 1524
2020
Q4
$1K Buy
27
+14
+108% +$519 ﹤0.01% 1589
2020
Q3
$1K Sell
13
-25
-66% -$1.92K ﹤0.01% 1520
2020
Q2
$2K Buy
38
+6
+19% +$316 ﹤0.01% 1366
2020
Q1
$1K Buy
+32
New +$1K ﹤0.01% 1415
2019
Q4
Sell
-129
Closed -$5K 1505
2019
Q3
$5K Buy
129
+72
+126% +$2.79K ﹤0.01% 1059
2019
Q2
$2K Buy
+57
New +$2K ﹤0.01% 1209