Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$73.3K Buy
1,737
+1,392
+403% +$58.7K 0.01% 814
2024
Q4
$16.8K Sell
345
-610
-64% -$29.7K ﹤0.01% 1387
2024
Q3
$63K Sell
955
-971
-50% -$64K 0.01% 722
2024
Q2
$111K Sell
1,926
-682
-26% -$39.2K 0.01% 509
2024
Q1
$166K Buy
2,608
+70
+3% +$4.46K 0.02% 399
2023
Q4
$160K Buy
2,538
+355
+16% +$22.4K 0.02% 388
2023
Q3
$146K Sell
2,183
-478
-18% -$32K 0.02% 387
2023
Q2
$278K Buy
2,661
+174
+7% +$18.2K 0.03% 258
2023
Q1
$304K Sell
2,487
-36
-1% -$4.4K 0.04% 240
2022
Q4
$315K Buy
2,523
+238
+10% +$29.7K 0.04% 243
2022
Q3
$242K Buy
2,285
+167
+8% +$17.7K 0.04% 240
2022
Q2
$227K Sell
2,118
-154
-7% -$16.5K 0.04% 260
2022
Q1
$299K Buy
2,272
+11
+0.5% +$1.45K 0.05% 222
2021
Q4
$248K Buy
2,261
+1,852
+453% +$203K 0.04% 257
2021
Q3
$37K Sell
409
-365
-47% -$33K 0.01% 533
2021
Q2
$84K Buy
774
+391
+102% +$42.4K 0.02% 333
2021
Q1
$42K Hold
383
0.01% 496
2020
Q4
$44K Sell
383
-76
-17% -$8.73K 0.01% 431
2020
Q3
$49K Buy
459
+51
+13% +$5.44K 0.01% 362
2020
Q2
$41K Buy
408
+398
+3,980% +$40K 0.01% 412
2020
Q1
$1K Sell
10
-415
-98% -$41.5K ﹤0.01% 1448
2019
Q4
$42K Hold
425
0.01% 495
2019
Q3
$37K Hold
425
0.01% 506
2019
Q2
$35K Hold
425
0.01% 522
2019
Q1
$32K Sell
425
-65
-13% -$4.89K 0.01% 537
2018
Q4
$31K Buy
+490
New +$31K 0.02% 486