Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$74.5K Buy
10,187
+581
+6% +$4.25K 0.01% 807
2024
Q4
$57K Buy
9,606
+550
+6% +$3.26K 0.01% 764
2024
Q3
$67.4K Buy
9,056
+373
+4% +$2.78K 0.01% 694
2024
Q2
$58.1K Buy
8,683
+709
+9% +$4.74K 0.01% 731
2024
Q1
$61.6K Buy
7,974
+89
+1% +$687 0.01% 699
2023
Q4
$66.9K Sell
7,885
-2,063
-21% -$17.5K 0.01% 657
2023
Q3
$69.8K Hold
9,948
0.01% 576
2023
Q2
$68.5K Buy
9,948
+173
+2% +$1.19K 0.01% 606
2023
Q1
$52.6K Buy
9,775
+419
+4% +$2.25K 0.01% 678
2022
Q4
$53.8K Buy
9,356
+1,086
+13% +$6.25K 0.01% 667
2022
Q3
$39K Buy
8,270
+166
+2% +$783 0.01% 737
2022
Q2
$41K Hold
8,104
0.01% 732
2022
Q1
$51K Hold
8,104
0.01% 665
2021
Q4
$36K Sell
8,104
-125
-2% -$555 0.01% 825
2021
Q3
$43K Hold
8,229
0.01% 480
2021
Q2
$38K Sell
8,229
-334
-4% -$1.54K 0.01% 554
2021
Q1
$43K Sell
8,563
-627
-7% -$3.15K 0.01% 493
2020
Q4
$53K Hold
9,190
0.01% 389
2020
Q3
$41K Hold
9,190
0.01% 405
2020
Q2
$42K Buy
9,190
+1,090
+13% +$4.98K 0.01% 401
2020
Q1
$34K Buy
8,100
+1,412
+21% +$5.93K 0.01% 410
2019
Q4
$45K Hold
6,688
0.02% 477
2019
Q3
$32K Hold
6,688
0.01% 549
2019
Q2
$33K Hold
6,688
0.01% 540
2019
Q1
$24K Hold
6,688
0.01% 631
2018
Q4
$20K Buy
+6,688
New +$20K 0.01% 606