Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$45.2K Buy
8,054
+536
+7% +$3.01K ﹤0.01% 1054
2024
Q4
$42.4K Sell
7,518
-454
-6% -$2.56K ﹤0.01% 889
2024
Q3
$48.6K Sell
7,972
-651
-8% -$3.97K ﹤0.01% 833
2024
Q2
$55.1K Sell
8,623
-646
-7% -$4.13K 0.01% 752
2024
Q1
$83.5K Buy
9,269
+871
+10% +$7.85K 0.01% 594
2023
Q4
$65.1K Buy
8,398
+527
+7% +$4.08K 0.01% 664
2023
Q3
$51.2K Buy
7,871
+86
+1% +$559 0.01% 681
2023
Q2
$55.1K Sell
7,785
-6
-0.1% -$42 0.01% 683
2023
Q1
$43.1K Buy
7,791
+448
+6% +$2.48K 0.01% 753
2022
Q4
$29.7K Sell
7,343
-84
-1% -$340 ﹤0.01% 886
2022
Q3
$25K Buy
7,427
+142
+2% +$478 ﹤0.01% 891
2022
Q2
$29K Buy
7,285
+543
+8% +$2.16K ﹤0.01% 844
2022
Q1
$36K Hold
6,742
0.01% 782
2021
Q4
$46K Hold
6,742
0.01% 746
2021
Q3
$48K Hold
6,742
0.01% 451
2021
Q2
$57K Hold
6,742
0.01% 431
2021
Q1
$47K Hold
6,742
0.01% 460
2020
Q4
$35K Hold
6,742
0.01% 502
2020
Q3
$26K Hold
6,742
0.01% 535
2020
Q2
$19K Buy
6,742
+3,296
+96% +$9.29K 0.01% 619
2020
Q1
$7K Sell
3,446
-10,845
-76% -$22K ﹤0.01% 858
2019
Q4
$54K Sell
14,291
-386
-3% -$1.46K 0.02% 422
2019
Q3
$58K Buy
14,677
+12,556
+592% +$49.6K 0.02% 366
2019
Q2
$8K Buy
2,121
+708
+50% +$2.67K ﹤0.01% 944
2019
Q1
$6K Sell
1,413
-2,555
-64% -$10.8K ﹤0.01% 1017
2018
Q4
$19K Buy
+3,968
New +$19K 0.01% 631