Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$151K Buy
1,110
+363
+49% +$49.4K 0.01% 510
2024
Q4
$107K Buy
747
+22
+3% +$3.17K 0.01% 538
2024
Q3
$86.9K Buy
725
+108
+18% +$12.9K 0.01% 600
2024
Q2
$67.1K Buy
617
+18
+3% +$1.96K 0.01% 678
2024
Q1
$80.2K Buy
599
+26
+5% +$3.48K 0.01% 608
2023
Q4
$73K Buy
573
+9
+2% +$1.15K 0.01% 621
2023
Q3
$71.6K Buy
564
+17
+3% +$2.16K 0.01% 562
2023
Q2
$59K Buy
547
+11
+2% +$1.19K 0.01% 651
2023
Q1
$47.3K Sell
536
-50
-9% -$4.41K 0.01% 716
2022
Q4
$40K Buy
586
+134
+30% +$9.14K ﹤0.01% 777
2022
Q3
$26K Buy
452
+222
+97% +$12.8K ﹤0.01% 877
2022
Q2
$12K Buy
230
+47
+26% +$2.45K ﹤0.01% 1186
2022
Q1
$11K Buy
183
+12
+7% +$721 ﹤0.01% 1249
2021
Q4
$12K Hold
171
﹤0.01% 1202
2021
Q3
$10K Hold
171
﹤0.01% 989
2021
Q2
$10K Hold
171
﹤0.01% 1053
2021
Q1
$9K Hold
171
﹤0.01% 1052
2020
Q4
$7K Hold
171
﹤0.01% 1045
2020
Q3
$6K Sell
171
-38
-18% -$1.33K ﹤0.01% 1032
2020
Q2
$7K Buy
209
+152
+267% +$5.09K ﹤0.01% 964
2020
Q1
$1K Hold
57
﹤0.01% 1483
2019
Q4
$2K Hold
57
﹤0.01% 1296
2019
Q3
$2K Hold
57
﹤0.01% 1267
2019
Q2
$1K Hold
57
﹤0.01% 1336
2019
Q1
$1K Hold
57
﹤0.01% 1312
2018
Q4
$1K Buy
+57
New +$1K ﹤0.01% 1267