Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$113K Buy
1,632
+459
+39% +$31.9K 0.01% 630
2024
Q4
$85.1K Buy
1,173
+6
+0.5% +$435 0.01% 605
2024
Q3
$98K Hold
1,167
0.01% 569
2024
Q2
$77.8K Buy
1,167
+7
+0.6% +$467 0.01% 623
2024
Q1
$91.5K Buy
1,160
+45
+4% +$3.55K 0.01% 561
2023
Q4
$74.7K Buy
1,115
+182
+20% +$12.2K 0.01% 611
2023
Q3
$49.9K Buy
933
+14
+2% +$748 0.01% 691
2023
Q2
$52.7K Buy
919
+6
+0.7% +$344 0.01% 701
2023
Q1
$45.4K Buy
913
+468
+105% +$23.3K 0.01% 731
2022
Q4
$20.8K Buy
445
+71
+19% +$3.31K ﹤0.01% 1041
2022
Q3
$17K Sell
374
-28
-7% -$1.27K ﹤0.01% 1070
2022
Q2
$20K Buy
402
+44
+12% +$2.19K ﹤0.01% 964
2022
Q1
$18K Sell
358
-10
-3% -$503 ﹤0.01% 1049
2021
Q4
$26K Buy
368
+14
+4% +$989 ﹤0.01% 930
2021
Q3
$20K Hold
354
0.01% 746
2021
Q2
$21K Hold
354
﹤0.01% 763
2021
Q1
$21K Buy
354
+13
+4% +$771 ﹤0.01% 739
2020
Q4
$19K Hold
341
﹤0.01% 702
2020
Q3
$19K Hold
341
0.01% 627
2020
Q2
$17K Buy
341
+17
+5% +$848 0.01% 668
2020
Q1
$11K Sell
324
-187
-37% -$6.35K ﹤0.01% 728
2019
Q4
$25K Hold
511
0.01% 662
2019
Q3
$21K Buy
511
+62
+14% +$2.55K 0.01% 694
2019
Q2
$17K Hold
449
0.01% 749
2019
Q1
$17K Hold
449
0.01% 750
2018
Q4
$13K Buy
+449
New +$13K 0.01% 747