Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$10.1K Sell
58
-3
-5% -$525 ﹤0.01% 1646
2024
Q4
$12.8K Sell
61
-31
-34% -$6.5K ﹤0.01% 1520
2024
Q3
$26.4K Sell
92
-3
-3% -$862 ﹤0.01% 1138
2024
Q2
$29.8K Sell
95
-6
-6% -$1.88K ﹤0.01% 1022
2024
Q1
$33.9K Sell
101
-22
-18% -$7.39K ﹤0.01% 949
2023
Q4
$34.8K Buy
123
+26
+27% +$7.36K ﹤0.01% 905
2023
Q3
$23.9K Sell
97
-28
-22% -$6.9K ﹤0.01% 988
2023
Q2
$31.3K Sell
125
-3
-2% -$751 ﹤0.01% 886
2023
Q1
$27.3K Sell
128
-28
-18% -$5.98K ﹤0.01% 930
2022
Q4
$30.3K Buy
156
+19
+14% +$3.69K ﹤0.01% 878
2022
Q3
$25K Sell
137
-63
-32% -$11.5K ﹤0.01% 895
2022
Q2
$43K Sell
200
-7
-3% -$1.51K 0.01% 718
2022
Q1
$50K Buy
207
+39
+23% +$9.42K 0.01% 677
2021
Q4
$52K Buy
168
+78
+87% +$24.1K 0.01% 702
2021
Q3
$24K Buy
90
+7
+8% +$1.87K 0.01% 679
2021
Q2
$17K Buy
83
+3
+4% +$614 ﹤0.01% 845
2021
Q1
$16K Hold
80
﹤0.01% 834
2020
Q4
$16K Buy
80
+3
+4% +$600 ﹤0.01% 750
2020
Q3
$15K Buy
77
+3
+4% +$584 ﹤0.01% 710
2020
Q2
$12K Buy
74
+6
+9% +$973 ﹤0.01% 775
2020
Q1
$9K Buy
+68
New +$9K ﹤0.01% 787