Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$106K Buy
287
+91
+46% +$33.6K 0.01% 651
2024
Q4
$89K Sell
196
-29
-13% -$13.2K 0.01% 591
2024
Q3
$96.9K Buy
225
+1
+0.4% +$431 0.01% 572
2024
Q2
$81.8K Buy
224
+11
+5% +$4.02K 0.01% 607
2024
Q1
$74.6K Buy
213
+5
+2% +$1.75K 0.01% 636
2023
Q4
$44.8K Buy
208
+51
+32% +$11K ﹤0.01% 791
2023
Q3
$33K Hold
157
﹤0.01% 831
2023
Q2
$29K Hold
157
﹤0.01% 911
2023
Q1
$25.5K Sell
157
-4
-2% -$650 ﹤0.01% 957
2022
Q4
$23.8K Buy
161
+61
+61% +$9.04K ﹤0.01% 975
2022
Q3
$12K Buy
100
+32
+47% +$3.84K ﹤0.01% 1235
2022
Q2
$7K Buy
68
+10
+17% +$1.03K ﹤0.01% 1398
2022
Q1
$7K Buy
58
+5
+9% +$603 ﹤0.01% 1440
2021
Q4
$7K Hold
53
﹤0.01% 1396
2021
Q3
$6K Hold
53
﹤0.01% 1176
2021
Q2
$7K Hold
53
﹤0.01% 1181
2021
Q1
$6K Hold
53
﹤0.01% 1197
2020
Q4
$5K Hold
53
﹤0.01% 1175
2020
Q3
$4K Hold
53
﹤0.01% 1165
2020
Q2
$4K Sell
53
-65
-55% -$4.91K ﹤0.01% 1147
2020
Q1
$7K Buy
118
+30
+34% +$1.78K ﹤0.01% 863
2019
Q4
$8K Hold
88
﹤0.01% 977
2019
Q3
$8K Hold
88
﹤0.01% 947
2019
Q2
$7K Hold
88
﹤0.01% 978
2019
Q1
$6K Hold
88
﹤0.01% 1021
2018
Q4
$5K Buy
+88
New +$5K ﹤0.01% 1000