Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$233K Buy
2,559
+57
+2% +$5.2K 0.02% 369
2024
Q4
$288K Buy
2,502
+203
+9% +$23.4K 0.03% 316
2024
Q3
$273K Buy
2,299
+178
+8% +$21.1K 0.02% 326
2024
Q2
$293K Buy
2,121
+145
+7% +$20K 0.03% 292
2024
Q1
$225K Sell
1,976
-17
-0.9% -$1.94K 0.02% 334
2023
Q4
$152K Sell
1,993
-21
-1% -$1.61K 0.02% 401
2023
Q3
$139K Sell
2,014
-23
-1% -$1.59K 0.02% 395
2023
Q2
$110K Buy
2,037
+218
+12% +$11.8K 0.01% 462
2023
Q1
$73.1K Sell
1,819
-238
-12% -$9.57K 0.01% 567
2022
Q4
$82.7K Buy
2,057
+1,295
+170% +$52.1K 0.01% 540
2022
Q3
$26K Buy
762
+262
+52% +$8.94K ﹤0.01% 872
2022
Q2
$23K Buy
500
+247
+98% +$11.4K ﹤0.01% 915
2022
Q1
$13K Sell
253
-12
-5% -$617 ﹤0.01% 1183
2021
Q4
$15K Sell
265
-212
-44% -$12K ﹤0.01% 1119
2021
Q3
$25K Hold
477
0.01% 663
2021
Q2
$24K Hold
477
0.01% 716
2021
Q1
$21K Buy
477
+65
+16% +$2.86K ﹤0.01% 735
2020
Q4
$15K Buy
412
+15
+4% +$546 ﹤0.01% 765
2020
Q3
$14K Hold
397
﹤0.01% 727
2020
Q2
$11K Buy
397
+24
+6% +$665 ﹤0.01% 798
2020
Q1
$7K Sell
373
-539
-59% -$10.1K ﹤0.01% 860
2019
Q4
$24K Sell
912
-27
-3% -$711 0.01% 666
2019
Q3
$25K Sell
939
-6
-0.6% -$160 0.01% 634
2019
Q2
$24K Hold
945
0.01% 629
2019
Q1
$28K Buy
945
+422
+81% +$12.5K 0.01% 576
2018
Q4
$21K Buy
+523
New +$21K 0.01% 593