Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$15.6K Sell
101
-28
-22% -$4.32K ﹤0.01% 1463
2024
Q4
$21.9K Sell
129
-3
-2% -$510 ﹤0.01% 1234
2024
Q3
$22.9K Hold
132
﹤0.01% 1218
2024
Q2
$22.7K Sell
132
-67
-34% -$11.5K ﹤0.01% 1173
2024
Q1
$51.9K Buy
199
+63
+46% +$16.4K ﹤0.01% 770
2023
Q4
$27.1K Buy
136
+64
+89% +$12.8K ﹤0.01% 1024
2023
Q3
$12.2K Sell
72
-1
-1% -$170 ﹤0.01% 1306
2023
Q2
$15.1K Sell
73
-14
-16% -$2.89K ﹤0.01% 1236
2023
Q1
$19.9K Buy
87
+11
+14% +$2.52K ﹤0.01% 1068
2022
Q4
$14.6K Sell
76
-74
-49% -$14.2K ﹤0.01% 1236
2022
Q3
$28K Buy
150
+61
+69% +$11.4K ﹤0.01% 845
2022
Q2
$17K Sell
89
-1
-1% -$191 ﹤0.01% 1039
2022
Q1
$20K Buy
90
+11
+14% +$2.44K ﹤0.01% 1002
2021
Q4
$24K Hold
79
﹤0.01% 963
2021
Q3
$22K Hold
79
0.01% 711
2021
Q2
$20K Sell
79
-35
-31% -$8.86K ﹤0.01% 783
2021
Q1
$25K Buy
114
+14
+14% +$3.07K 0.01% 670
2020
Q4
$28K Buy
100
+8
+9% +$2.24K 0.01% 578
2020
Q3
$21K Buy
92
+13
+16% +$2.97K 0.01% 593
2020
Q2
$15K Buy
79
+24
+44% +$4.56K ﹤0.01% 711
2020
Q1
$8K Buy
55
+14
+34% +$2.04K ﹤0.01% 830
2019
Q4
$6K Buy
41
+8
+24% +$1.17K ﹤0.01% 1066
2019
Q3
$5K Sell
33
-12
-27% -$1.82K ﹤0.01% 1074
2019
Q2
$6K Hold
45
﹤0.01% 1017
2019
Q1
$5K Hold
45
﹤0.01% 1072
2018
Q4
$4K Buy
+45
New +$4K ﹤0.01% 1070