Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$53.4K Sell
4,499
-120
-3% -$1.42K ﹤0.01% 975
2024
Q4
$59.6K Sell
4,619
-23
-0.5% -$297 0.01% 746
2024
Q3
$59.2K Buy
4,642
+879
+23% +$11.2K 0.01% 744
2024
Q2
$53.1K Sell
3,763
-424
-10% -$5.98K 0.01% 773
2024
Q1
$81K Buy
4,187
+81
+2% +$1.57K 0.01% 603
2023
Q4
$61.5K Sell
4,106
-486
-11% -$7.29K 0.01% 687
2023
Q3
$48.4K Buy
4,592
+199
+5% +$2.1K 0.01% 707
2023
Q2
$42.1K Sell
4,393
-598
-12% -$5.74K ﹤0.01% 779
2023
Q1
$46.3K Buy
4,991
+481
+11% +$4.46K 0.01% 725
2022
Q4
$49.7K Buy
4,510
+47
+1% +$518 0.01% 696
2022
Q3
$59K Buy
4,463
+105
+2% +$1.39K 0.01% 593
2022
Q2
$58K Sell
4,358
-56
-1% -$745 0.01% 605
2022
Q1
$169K Sell
4,414
-19
-0.4% -$727 0.03% 327
2021
Q4
$189K Sell
4,433
-24
-0.5% -$1.02K 0.03% 322
2021
Q3
$239K Buy
4,457
+40
+0.9% +$2.15K 0.06% 128
2021
Q2
$267K Buy
4,417
+3
+0.1% +$181 0.06% 135
2021
Q1
$279K Buy
4,414
+9
+0.2% +$569 0.06% 125
2020
Q4
$216K Hold
4,405
0.05% 132
2020
Q3
$121K Buy
4,405
+784
+22% +$21.5K 0.03% 177
2020
Q2
$120K Buy
3,621
+117
+3% +$3.88K 0.04% 176
2020
Q1
$94K Hold
3,504
0.04% 195
2019
Q4
$151K Sell
3,504
-546
-13% -$23.5K 0.05% 184
2019
Q3
$165K Buy
+4,050
New +$165K 0.06% 164