Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$113K Sell
643
-267
-29% -$47.1K 0.01% 631
2024
Q4
$179K Sell
910
-13
-1% -$2.56K 0.02% 409
2024
Q3
$219K Buy
923
+68
+8% +$16.1K 0.02% 370
2024
Q2
$181K Buy
855
+12
+1% +$2.54K 0.02% 380
2024
Q1
$213K Buy
843
+12
+1% +$3.04K 0.02% 349
2023
Q4
$192K Sell
831
-14
-2% -$3.24K 0.02% 358
2023
Q3
$166K Sell
845
-39
-4% -$7.67K 0.02% 359
2023
Q2
$199K Buy
884
+148
+20% +$33.3K 0.02% 326
2023
Q1
$146K Buy
736
+58
+9% +$11.5K 0.02% 382
2022
Q4
$139K Sell
678
-32
-5% -$6.56K 0.02% 413
2022
Q3
$129K Sell
710
-7
-1% -$1.27K 0.02% 380
2022
Q2
$156K Sell
717
-2
-0.3% -$435 0.03% 339
2022
Q1
$166K Buy
719
+28
+4% +$6.47K 0.03% 335
2021
Q4
$195K Buy
691
+26
+4% +$7.34K 0.03% 309
2021
Q3
$159K Buy
665
+8
+1% +$1.91K 0.04% 188
2021
Q2
$159K Hold
657
0.04% 209
2021
Q1
$127K Buy
657
+35
+6% +$6.77K 0.03% 229
2020
Q4
$111K Hold
622
0.03% 226
2020
Q3
$98K Sell
622
-8
-1% -$1.26K 0.03% 214
2020
Q2
$89K Sell
630
-2
-0.3% -$283 0.03% 230
2020
Q1
$68K Sell
632
-201
-24% -$21.6K 0.03% 248
2019
Q4
$129K Hold
833
0.04% 207
2019
Q3
$124K Sell
833
-14
-2% -$2.08K 0.05% 198
2019
Q2
$136K Buy
847
+14
+2% +$2.25K 0.05% 182
2019
Q1
$119K Hold
833
0.05% 197
2018
Q4
$96K Buy
+833
New +$96K 0.05% 203