Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$158K Buy
2,337
+370
+19% +$25.1K 0.01% 488
2024
Q4
$122K Sell
1,967
-27
-1% -$1.67K 0.01% 501
2024
Q3
$130K Hold
1,994
0.01% 486
2024
Q2
$107K Buy
1,994
+197
+11% +$10.6K 0.01% 520
2024
Q1
$94.8K Buy
1,797
+165
+10% +$8.71K 0.01% 550
2023
Q4
$71.2K Sell
1,632
-953
-37% -$41.6K 0.01% 628
2023
Q3
$114K Sell
2,585
-45
-2% -$1.98K 0.01% 431
2023
Q2
$118K Sell
2,630
-3
-0.1% -$134 0.01% 447
2023
Q1
$117K Buy
2,633
+378
+17% +$16.8K 0.01% 443
2022
Q4
$93.5K Buy
2,255
+872
+63% +$36.2K 0.01% 508
2022
Q3
$51K Sell
1,383
-28
-2% -$1.03K 0.01% 630
2022
Q2
$59K Buy
1,411
+181
+15% +$7.57K 0.01% 599
2022
Q1
$70K Buy
1,230
+72
+6% +$4.1K 0.01% 576
2021
Q4
$77K Buy
1,158
+211
+22% +$14K 0.01% 569
2021
Q3
$66K Buy
947
+28
+3% +$1.95K 0.02% 368
2021
Q2
$65K Sell
919
-55
-6% -$3.89K 0.01% 394
2021
Q1
$60K Buy
974
+106
+12% +$6.53K 0.01% 380
2020
Q4
$44K Sell
868
-13
-1% -$659 0.01% 430
2020
Q3
$46K Buy
881
+14
+2% +$731 0.01% 377
2020
Q2
$45K Buy
867
+39
+5% +$2.02K 0.01% 380
2020
Q1
$25K Sell
828
-313
-27% -$9.45K 0.01% 473
2019
Q4
$41K Sell
1,141
-29
-2% -$1.04K 0.01% 502
2019
Q3
$46K Sell
1,170
-97
-8% -$3.81K 0.02% 443
2019
Q2
$50K Hold
1,267
0.02% 425
2019
Q1
$47K Hold
1,267
0.02% 426
2018
Q4
$35K Buy
+1,267
New +$35K 0.02% 450