Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$143K Buy
1,783
+1,403
+369% +$113K 0.01% 534
2024
Q4
$29.7K Buy
380
+60
+19% +$4.69K ﹤0.01% 1059
2024
Q3
$24.5K Sell
320
-28
-8% -$2.14K ﹤0.01% 1183
2024
Q2
$27.6K Buy
348
+55
+19% +$4.36K ﹤0.01% 1064
2024
Q1
$24.5K Hold
293
﹤0.01% 1104
2023
Q4
$25.3K Hold
293
﹤0.01% 1058
2023
Q3
$23.2K Hold
293
﹤0.01% 1002
2023
Q2
$24.5K Hold
293
﹤0.01% 984
2023
Q1
$25K Hold
293
﹤0.01% 964
2022
Q4
$20.7K Hold
293
﹤0.01% 1042
2022
Q3
$19K Sell
293
-50
-15% -$3.24K ﹤0.01% 1003
2022
Q2
$25K Buy
343
+6
+2% +$437 ﹤0.01% 889
2022
Q1
$26K Buy
337
+44
+15% +$3.4K ﹤0.01% 895
2021
Q4
$28K Hold
293
﹤0.01% 905
2021
Q3
$26K Hold
293
0.01% 652
2021
Q2
$29K Sell
293
-6
-2% -$594 0.01% 647
2021
Q1
$30K Buy
299
+6
+2% +$602 0.01% 596
2020
Q4
$28K Hold
293
0.01% 572
2020
Q3
$19K Hold
293
0.01% 620
2020
Q2
$19K Hold
293
0.01% 620
2020
Q1
$16K Hold
293
0.01% 613
2019
Q4
$20K Hold
293
0.01% 734
2019
Q3
$19K Sell
293
-54
-16% -$3.5K 0.01% 730
2019
Q2
$22K Hold
347
0.01% 659
2019
Q1
$21K Hold
347
0.01% 674
2018
Q4
$21K Buy
+347
New +$21K 0.01% 594