Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$158K Buy
593
+333
+128% +$88.7K 0.01% 490
2024
Q4
$65.4K Buy
260
+9
+4% +$2.26K 0.01% 701
2024
Q3
$55.3K Buy
251
+9
+4% +$1.98K ﹤0.01% 777
2024
Q2
$41.7K Sell
242
-52
-18% -$8.96K ﹤0.01% 872
2024
Q1
$55.7K Hold
294
0.01% 748
2023
Q4
$52.6K Buy
294
+119
+68% +$21.3K 0.01% 733
2023
Q3
$28.2K Buy
175
+2
+1% +$322 ﹤0.01% 898
2023
Q2
$25.3K Buy
173
+61
+54% +$8.92K ﹤0.01% 970
2023
Q1
$16.3K Sell
112
-6
-5% -$874 ﹤0.01% 1175
2022
Q4
$16.9K Buy
118
+2
+2% +$287 ﹤0.01% 1149
2022
Q3
$17K Sell
116
-8
-6% -$1.17K ﹤0.01% 1063
2022
Q2
$19K Buy
124
+12
+11% +$1.84K ﹤0.01% 986
2022
Q1
$23K Hold
112
﹤0.01% 949
2021
Q4
$27K Hold
112
﹤0.01% 916
2021
Q3
$22K Hold
112
0.01% 704
2021
Q2
$21K Sell
112
-3
-3% -$563 ﹤0.01% 757
2021
Q1
$24K Buy
115
+3
+3% +$626 0.01% 683
2020
Q4
$20K Buy
112
+4
+4% +$714 ﹤0.01% 682
2020
Q3
$13K Hold
108
﹤0.01% 751
2020
Q2
$15K Buy
108
+7
+7% +$972 ﹤0.01% 704
2020
Q1
$11K Sell
101
-54
-35% -$5.88K ﹤0.01% 722
2019
Q4
$22K Hold
155
0.01% 704
2019
Q3
$22K Sell
155
-7
-4% -$994 0.01% 673
2019
Q2
$23K Hold
162
0.01% 643
2019
Q1
$25K Hold
162
0.01% 617
2018
Q4
$26K Buy
+162
New +$26K 0.01% 524