Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$440K Buy
5,001
+166
+3% +$14.6K 0.04% 240
2024
Q4
$447K Buy
4,835
+20
+0.4% +$1.85K 0.04% 240
2024
Q3
$447K Buy
4,815
+135
+3% +$12.5K 0.04% 238
2024
Q2
$351K Buy
4,680
+110
+2% +$8.25K 0.03% 260
2024
Q1
$394K Buy
4,570
+15
+0.3% +$1.29K 0.04% 244
2023
Q4
$315K Buy
4,555
+1,506
+49% +$104K 0.03% 265
2023
Q3
$167K Buy
3,049
+65
+2% +$3.56K 0.02% 357
2023
Q2
$166K Buy
2,984
+1,608
+117% +$89.6K 0.02% 375
2023
Q1
$70K Buy
1,376
+81
+6% +$4.12K 0.01% 582
2022
Q4
$51.5K Sell
1,295
-106
-8% -$4.22K 0.01% 684
2022
Q3
$45K Sell
1,401
-1,792
-56% -$57.6K 0.01% 674
2022
Q2
$111K Buy
3,193
+1,616
+102% +$56.2K 0.02% 420
2022
Q1
$63K Sell
1,577
-260
-14% -$10.4K 0.01% 611
2021
Q4
$97K Buy
1,837
+726
+65% +$38.3K 0.01% 502
2021
Q3
$52K Buy
1,111
+113
+11% +$5.29K 0.01% 424
2021
Q2
$51K Buy
998
+14
+1% +$715 0.01% 469
2021
Q1
$46K Buy
984
+11
+1% +$514 0.01% 477
2020
Q4
$41K Buy
973
+20
+2% +$843 0.01% 458
2020
Q3
$34K Sell
953
-218
-19% -$7.78K 0.01% 447
2020
Q2
$40K Buy
1,171
+505
+76% +$17.3K 0.01% 416
2020
Q1
$18K Sell
666
-948
-59% -$25.6K 0.01% 572
2019
Q4
$65K Hold
1,614
0.02% 358
2019
Q3
$55K Sell
1,614
-11
-0.7% -$375 0.02% 387
2019
Q2
$53K Buy
1,625
+68
+4% +$2.22K 0.02% 401
2019
Q1
$48K Buy
1,557
+183
+13% +$5.64K 0.02% 417
2018
Q4
$36K Buy
+1,374
New +$36K 0.02% 441