Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$65K Sell
2,346
-1,273
-35% -$35.3K 0.01% 880
2024
Q4
$118K Buy
3,619
+46
+1% +$1.5K 0.01% 512
2024
Q3
$128K Sell
3,573
-147
-4% -$5.27K 0.01% 489
2024
Q2
$130K Buy
3,720
+182
+5% +$6.37K 0.01% 459
2024
Q1
$107K Buy
3,538
+219
+7% +$6.62K 0.01% 514
2023
Q4
$99.9K Buy
3,319
+597
+22% +$18K 0.01% 522
2023
Q3
$70K Sell
2,722
-4,472
-62% -$115K 0.01% 575
2023
Q2
$221K Buy
7,194
+399
+6% +$12.3K 0.02% 307
2023
Q1
$199K Sell
6,795
-972
-13% -$28.5K 0.02% 313
2022
Q4
$209K Sell
7,767
-1,288
-14% -$34.6K 0.03% 320
2022
Q3
$226K Sell
9,055
-1,988
-18% -$49.6K 0.04% 252
2022
Q2
$362K Buy
11,043
+7,369
+201% +$242K 0.06% 194
2022
Q1
$133K Buy
3,674
+75
+2% +$2.72K 0.02% 384
2021
Q4
$136K Buy
3,599
+205
+6% +$7.75K 0.02% 410
2021
Q3
$93K Sell
3,394
-1,337
-28% -$36.6K 0.02% 279
2021
Q2
$143K Buy
4,731
+1,359
+40% +$41.1K 0.03% 227
2021
Q1
$107K Buy
3,372
+74
+2% +$2.35K 0.02% 259
2020
Q4
$81K Buy
3,298
+1
+0% +$25 0.02% 280
2020
Q3
$63K Sell
3,297
-29
-0.9% -$554 0.02% 298
2020
Q2
$58K Buy
3,326
+230
+7% +$4.01K 0.02% 332
2020
Q1
$54K Sell
3,096
-1,126
-27% -$19.6K 0.02% 305
2019
Q4
$87K Sell
4,222
-43
-1% -$886 0.03% 277
2019
Q3
$81K Sell
4,265
-33
-0.8% -$627 0.03% 283
2019
Q2
$89K Sell
4,298
-173
-4% -$3.58K 0.03% 254
2019
Q1
$86K Buy
4,471
+1,411
+46% +$27.1K 0.03% 250
2018
Q4
$62K Buy
+3,060
New +$62K 0.03% 284