Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$101K Buy
635
+256
+68% +$40.9K 0.01% 670
2024
Q4
$50.4K Sell
379
-249
-40% -$33.1K ﹤0.01% 808
2024
Q3
$85.3K Sell
628
-27
-4% -$3.67K 0.01% 606
2024
Q2
$96.6K Sell
655
-232
-26% -$34.2K 0.01% 554
2024
Q1
$135K Sell
887
-9
-1% -$1.37K 0.01% 454
2023
Q4
$129K Buy
896
+196
+28% +$28.3K 0.01% 448
2023
Q3
$107K Buy
700
+267
+62% +$40.9K 0.01% 447
2023
Q2
$58.9K Buy
433
+14
+3% +$1.9K 0.01% 654
2023
Q1
$55.5K Buy
419
+196
+88% +$25.9K 0.01% 661
2022
Q4
$31.6K Buy
223
+78
+54% +$11.1K ﹤0.01% 860
2022
Q3
$16K Sell
145
-3
-2% -$331 ﹤0.01% 1099
2022
Q2
$16K Buy
148
+18
+14% +$1.95K ﹤0.01% 1060
2022
Q1
$14K Buy
130
+78
+150% +$8.4K ﹤0.01% 1155
2021
Q4
$4K Hold
52
﹤0.01% 1579
2021
Q3
$4K Sell
52
-15
-22% -$1.15K ﹤0.01% 1312
2021
Q2
$6K Buy
67
+7
+12% +$627 ﹤0.01% 1240
2021
Q1
$4K Buy
60
+8
+15% +$533 ﹤0.01% 1327
2020
Q4
$3K Sell
52
-12
-19% -$692 ﹤0.01% 1336
2020
Q3
$3K Buy
64
+12
+23% +$563 ﹤0.01% 1270
2020
Q2
$3K Sell
52
-83
-61% -$4.79K ﹤0.01% 1257
2020
Q1
$4K Sell
135
-706
-84% -$20.9K ﹤0.01% 1087
2019
Q4
$56K Hold
841
0.02% 406
2019
Q3
$51K Sell
841
-15
-2% -$910 0.02% 412
2019
Q2
$54K Buy
856
+130
+18% +$8.2K 0.02% 394
2019
Q1
$43K Buy
726
+83
+13% +$4.92K 0.02% 452
2018
Q4
$26K Buy
+643
New +$26K 0.01% 526