Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$217K Buy
30
+9
+43% +$65.2K 0.02% 392
2024
Q4
$172K Buy
21
+1
+5% +$8.18K 0.02% 413
2024
Q3
$196K Hold
20
0.02% 393
2024
Q2
$152K Hold
20
0.01% 417
2024
Q1
$162K Hold
20
0.02% 405
2023
Q4
$140K Buy
20
+3
+18% +$21K 0.01% 426
2023
Q3
$101K Hold
17
0.01% 467
2023
Q2
$108K Sell
17
-3
-15% -$19.1K 0.01% 466
2023
Q1
$111K Hold
20
0.01% 458
2022
Q4
$92.3K Sell
20
-4
-17% -$18.5K 0.01% 513
2022
Q3
$96K Buy
24
+5
+26% +$20K 0.02% 443
2022
Q2
$76K Sell
19
-2
-10% -$8K 0.01% 520
2022
Q1
$94K Sell
21
-1
-5% -$4.48K 0.01% 485
2021
Q4
$130K Buy
22
+1
+5% +$5.91K 0.02% 420
2021
Q3
$101K Hold
21
0.03% 265
2021
Q2
$104K Buy
21
+2
+11% +$9.91K 0.02% 282
2021
Q1
$90K Hold
19
0.02% 294
2020
Q4
$78K Hold
19
0.02% 286
2020
Q3
$78K Hold
19
0.02% 256
2020
Q2
$62K Sell
19
-1
-5% -$3.26K 0.02% 312
2020
Q1
$51K Hold
20
0.02% 318
2019
Q4
$76K Hold
20
0.03% 311
2019
Q3
$74K Hold
20
0.03% 295
2019
Q2
$67K Sell
20
-1
-5% -$3.35K 0.03% 327
2019
Q1
$58K Sell
21
-1
-5% -$2.76K 0.02% 354
2018
Q4
$53K Buy
+22
New +$53K 0.03% 321