Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$73.8K Buy
2,387
+116
+5% +$3.59K 0.01% 811
2024
Q4
$62.1K Sell
2,271
-62
-3% -$1.7K 0.01% 723
2024
Q3
$70.7K Buy
2,333
+96
+4% +$2.91K 0.01% 677
2024
Q2
$68.9K Sell
2,237
-50
-2% -$1.54K 0.01% 667
2024
Q1
$72.5K Sell
2,287
-159
-7% -$5.04K 0.01% 646
2023
Q4
$83.2K Buy
2,446
+237
+11% +$8.06K 0.01% 578
2023
Q3
$70.5K Buy
2,209
+49
+2% +$1.56K 0.01% 571
2023
Q2
$62.2K Sell
2,160
-14
-0.6% -$403 0.01% 632
2023
Q1
$60.9K Buy
2,174
+76
+4% +$2.13K 0.01% 620
2022
Q4
$60.1K Sell
2,098
-34
-2% -$974 0.01% 627
2022
Q3
$45K Sell
2,132
-505
-19% -$10.7K 0.01% 675
2022
Q2
$63K Buy
2,637
+323
+14% +$7.72K 0.01% 578
2022
Q1
$68K Sell
2,314
-194
-8% -$5.7K 0.01% 583
2021
Q4
$69K Buy
2,508
+398
+19% +$11K 0.01% 614
2021
Q3
$56K Buy
2,110
+105
+5% +$2.79K 0.01% 410
2021
Q2
$49K Buy
2,005
+30
+2% +$733 0.01% 483
2021
Q1
$49K Buy
1,975
+299
+18% +$7.42K 0.01% 446
2020
Q4
$35K Buy
1,676
+394
+31% +$8.23K 0.01% 503
2020
Q3
$20K Sell
1,282
-158
-11% -$2.47K 0.01% 601
2020
Q2
$28K Sell
1,440
-735
-34% -$14.3K 0.01% 506
2020
Q1
$43K Buy
2,175
+666
+44% +$13.2K 0.02% 357
2019
Q4
$47K Sell
1,509
-231
-13% -$7.2K 0.02% 462
2019
Q3
$53K Sell
1,740
-1,161
-40% -$35.4K 0.02% 398
2019
Q2
$95K Buy
2,901
+842
+41% +$27.6K 0.04% 238
2019
Q1
$72K Hold
2,059
0.03% 295
2018
Q4
$64K Buy
+2,059
New +$64K 0.03% 273