Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$57.6K Sell
5,742
-1,529
-21% -$15.3K 0.01% 935
2024
Q4
$72K Buy
7,271
+388
+6% +$3.84K 0.01% 666
2024
Q3
$72.7K Sell
6,883
-3,409
-33% -$36K 0.01% 668
2024
Q2
$129K Sell
10,292
-5,184
-33% -$65K 0.01% 462
2024
Q1
$206K Buy
15,476
+3,585
+30% +$47.6K 0.02% 355
2023
Q4
$145K Sell
11,891
-3,101
-21% -$37.8K 0.01% 416
2023
Q3
$186K Buy
14,992
+61
+0.4% +$758 0.02% 331
2023
Q2
$226K Buy
14,931
+1,542
+12% +$23.3K 0.02% 301
2023
Q1
$169K Sell
13,389
-6,282
-32% -$79.2K 0.02% 353
2022
Q4
$229K Sell
19,671
-673
-3% -$7.83K 0.03% 300
2022
Q3
$228K Buy
20,344
+2,727
+15% +$30.6K 0.04% 250
2022
Q2
$196K Buy
17,617
+7,900
+81% +$87.9K 0.03% 287
2022
Q1
$164K Buy
9,717
+5,151
+113% +$86.9K 0.03% 340
2021
Q4
$95K Buy
4,566
+2,036
+80% +$42.4K 0.01% 507
2021
Q3
$36K Buy
2,530
+258
+11% +$3.67K 0.01% 540
2021
Q2
$34K Buy
2,272
+567
+33% +$8.49K 0.01% 595
2021
Q1
$21K Buy
1,705
+280
+20% +$3.45K ﹤0.01% 737
2020
Q4
$13K Hold
1,425
﹤0.01% 805
2020
Q3
$9K Buy
1,425
+180
+14% +$1.14K ﹤0.01% 866
2020
Q2
$8K Sell
1,245
-200
-14% -$1.29K ﹤0.01% 899
2020
Q1
$7K Buy
1,445
+574
+66% +$2.78K ﹤0.01% 866
2019
Q4
$8K Sell
871
-747
-46% -$6.86K ﹤0.01% 979
2019
Q3
$15K Buy
1,618
+606
+60% +$5.62K 0.01% 786
2019
Q2
$10K Sell
1,012
-65
-6% -$642 ﹤0.01% 894
2019
Q1
$9K Buy
1,077
+12
+1% +$100 ﹤0.01% 916
2018
Q4
$8K Buy
+1,065
New +$8K ﹤0.01% 873