Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$151K Buy
1,813
+979
+117% +$81.8K 0.01% 508
2024
Q4
$70.3K Sell
834
-5
-0.6% -$421 0.01% 674
2024
Q3
$73.4K Sell
839
-135
-14% -$11.8K 0.01% 659
2024
Q2
$77.2K Buy
974
+43
+5% +$3.41K 0.01% 625
2024
Q1
$87K Hold
931
0.01% 576
2023
Q4
$80.8K Buy
931
+182
+24% +$15.8K 0.01% 586
2023
Q3
$54.6K Hold
749
0.01% 652
2023
Q2
$64.7K Buy
749
+29
+4% +$2.5K 0.01% 620
2023
Q1
$52.6K Sell
720
-59
-8% -$4.31K 0.01% 677
2022
Q4
$52.4K Buy
779
+30
+4% +$2.02K 0.01% 677
2022
Q3
$45K Buy
749
+11
+1% +$661 0.01% 677
2022
Q2
$44K Sell
738
-334
-31% -$19.9K 0.01% 701
2022
Q1
$75K Buy
1,072
+16
+2% +$1.12K 0.01% 554
2021
Q4
$85K Buy
+1,056
New +$85K 0.01% 536
2019
Q3
Sell
-45
Closed -$2K 1466
2019
Q2
$2K Buy
+45
New +$2K ﹤0.01% 1226