Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$32K Buy
321
+42
+15% +$4.19K ﹤0.01% 1160
2024
Q4
$30.5K Hold
279
﹤0.01% 1043
2024
Q3
$32.1K Sell
279
-26
-9% -$2.99K ﹤0.01% 1028
2024
Q2
$30.4K Sell
305
-39
-11% -$3.89K ﹤0.01% 1014
2024
Q1
$38K Sell
344
-45
-12% -$4.97K ﹤0.01% 897
2023
Q4
$41.7K Sell
389
-37
-9% -$3.97K ﹤0.01% 823
2023
Q3
$42K Buy
426
+13
+3% +$1.28K ﹤0.01% 747
2023
Q2
$43.5K Sell
413
-12
-3% -$1.27K ﹤0.01% 768
2023
Q1
$40.9K Buy
425
+24
+6% +$2.31K ﹤0.01% 768
2022
Q4
$34.5K Buy
401
+106
+36% +$9.13K ﹤0.01% 822
2022
Q3
$22K Sell
295
-120
-29% -$8.95K ﹤0.01% 937
2022
Q2
$33K Sell
415
-78
-16% -$6.2K 0.01% 801
2022
Q1
$39K Sell
493
-136
-22% -$10.8K 0.01% 758
2021
Q4
$56K Buy
629
+460
+272% +$41K 0.01% 674
2021
Q3
$14K Buy
169
+14
+9% +$1.16K ﹤0.01% 865
2021
Q2
$14K Hold
155
﹤0.01% 910
2021
Q1
$13K Buy
155
+6
+4% +$503 ﹤0.01% 906
2020
Q4
$12K Buy
149
+9
+6% +$725 ﹤0.01% 833
2020
Q3
$9K Hold
140
﹤0.01% 867
2020
Q2
$9K Buy
140
+96
+218% +$6.17K ﹤0.01% 868
2020
Q1
$2K Sell
44
-370
-89% -$16.8K ﹤0.01% 1285
2019
Q4
$35K Hold
414
0.01% 552
2019
Q3
$33K Buy
414
+71
+21% +$5.66K 0.01% 543
2019
Q2
$26K Hold
343
0.01% 608
2019
Q1
$23K Hold
343
0.01% 641
2018
Q4
$20K Buy
+343
New +$20K 0.01% 609