Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$114K Buy
4,206
+508
+14% +$13.8K 0.01% 628
2024
Q4
$106K Sell
3,698
-374
-9% -$10.7K 0.01% 544
2024
Q3
$129K Buy
4,072
+56
+1% +$1.78K 0.01% 488
2024
Q2
$129K Sell
4,016
-303
-7% -$9.77K 0.01% 461
2024
Q1
$161K Buy
4,319
+449
+12% +$16.7K 0.02% 406
2023
Q4
$120K Sell
3,870
-367
-9% -$11.3K 0.01% 473
2023
Q3
$143K Buy
4,237
+621
+17% +$20.9K 0.02% 390
2023
Q2
$110K Sell
3,616
-477
-12% -$14.5K 0.01% 463
2023
Q1
$108K Buy
4,093
+670
+20% +$17.7K 0.01% 464
2022
Q4
$78.3K Sell
3,423
-415
-11% -$9.49K 0.01% 555
2022
Q3
$83K Buy
3,838
+457
+14% +$9.88K 0.01% 494
2022
Q2
$82K Buy
3,381
+344
+11% +$8.34K 0.01% 495
2022
Q1
$86K Sell
3,037
-256
-8% -$7.25K 0.01% 509
2021
Q4
$94K Sell
3,293
-172
-5% -$4.91K 0.01% 511
2021
Q3
$106K Sell
3,465
-164
-5% -$5.02K 0.03% 257
2021
Q2
$117K Buy
3,629
+288
+9% +$9.29K 0.03% 259
2021
Q1
$101K Buy
3,341
+314
+10% +$9.49K 0.02% 269
2020
Q4
$86K Sell
3,027
-69
-2% -$1.96K 0.02% 268
2020
Q3
$73K Sell
3,096
-243
-7% -$5.73K 0.02% 267
2020
Q2
$85K Sell
3,339
-1,115
-25% -$28.4K 0.03% 243
2020
Q1
$100K Buy
4,454
+2,621
+143% +$58.8K 0.04% 185
2019
Q4
$52K Buy
1,833
+462
+34% +$13.1K 0.02% 434
2019
Q3
$36K Sell
1,371
-2,650
-66% -$69.6K 0.01% 515
2019
Q2
$103K Buy
4,021
+92
+2% +$2.36K 0.04% 229
2019
Q1
$106K Sell
3,929
-107
-3% -$2.89K 0.04% 210
2018
Q4
$106K Buy
+4,036
New +$106K 0.05% 191