Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$147K Buy
1,662
+1,406
+549% +$124K 0.01% 524
2024
Q4
$24.2K Buy
256
+91
+55% +$8.62K ﹤0.01% 1173
2024
Q3
$18K Buy
165
+113
+217% +$12.3K ﹤0.01% 1357
2024
Q2
$5.94K Sell
52
-147
-74% -$16.8K ﹤0.01% 1913
2024
Q1
$28.8K Sell
199
-5
-2% -$724 ﹤0.01% 1030
2023
Q4
$28.8K Sell
204
-1,183
-85% -$167K ﹤0.01% 992
2023
Q3
$186K Hold
1,387
0.02% 332
2023
Q2
$199K Sell
1,387
-72
-5% -$10.3K 0.02% 325
2023
Q1
$204K Sell
1,459
-678
-32% -$94.6K 0.02% 309
2022
Q4
$265K Buy
2,137
+74
+4% +$9.18K 0.03% 271
2022
Q3
$247K Sell
2,063
-5
-0.2% -$599 0.04% 235
2022
Q2
$260K Sell
2,068
-7
-0.3% -$880 0.04% 234
2022
Q1
$296K Buy
2,075
+411
+25% +$58.6K 0.05% 223
2021
Q4
$304K Buy
1,664
+1,630
+4,794% +$298K 0.05% 227
2021
Q3
$5K Sell
34
-3
-8% -$441 ﹤0.01% 1243
2021
Q2
$6K Hold
37
﹤0.01% 1246
2021
Q1
$7K Buy
37
+3
+9% +$568 ﹤0.01% 1154
2020
Q4
$5K Hold
34
﹤0.01% 1191
2020
Q3
$4K Sell
34
-5
-13% -$588 ﹤0.01% 1182
2020
Q2
$4K Buy
39
+1
+3% +$103 ﹤0.01% 1175
2020
Q1
$3K Sell
38
-2
-5% -$158 ﹤0.01% 1201
2019
Q4
$5K Hold
40
﹤0.01% 1106
2019
Q3
$5K Sell
40
-152
-79% -$19K ﹤0.01% 1071
2019
Q2
$26K Hold
192
0.01% 610
2019
Q1
$26K Hold
192
0.01% 607
2018
Q4
$23K Buy
+192
New +$23K 0.01% 562