Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$62.6K Buy
595
+263
+79% +$27.7K 0.01% 899
2024
Q4
$26.2K Sell
332
-128
-28% -$10.1K ﹤0.01% 1131
2024
Q3
$34.2K Sell
460
-36
-7% -$2.68K ﹤0.01% 1003
2024
Q2
$46.4K Sell
496
-256
-34% -$24K ﹤0.01% 825
2024
Q1
$78.6K Sell
752
-30
-4% -$3.14K 0.01% 613
2023
Q4
$70.8K Buy
782
+298
+62% +$27K 0.01% 634
2023
Q3
$39.4K Sell
484
-24
-5% -$1.96K ﹤0.01% 767
2023
Q2
$35.2K Sell
508
-22
-4% -$1.53K ﹤0.01% 837
2023
Q1
$45.7K Buy
530
+8
+2% +$689 0.01% 729
2022
Q4
$35.7K Buy
522
+270
+107% +$18.4K ﹤0.01% 818
2022
Q3
$14K Sell
252
-444
-64% -$24.7K ﹤0.01% 1174
2022
Q2
$63K Buy
696
+270
+63% +$24.4K 0.01% 580
2022
Q1
$64K Sell
426
-11
-3% -$1.65K 0.01% 608
2021
Q4
$98K Sell
437
-126
-22% -$28.3K 0.01% 500
2021
Q3
$134K Buy
563
+16
+3% +$3.81K 0.04% 218
2021
Q2
$134K Buy
547
+112
+26% +$27.4K 0.03% 236
2021
Q1
$96K Sell
435
-62
-12% -$13.7K 0.02% 282
2020
Q4
$126K Buy
497
+117
+31% +$29.7K 0.03% 202
2020
Q3
$81K Buy
380
+3
+0.8% +$639 0.02% 249
2020
Q2
$75K Buy
377
+53
+16% +$10.5K 0.02% 266
2020
Q1
$40K Buy
324
+124
+62% +$15.3K 0.02% 371
2019
Q4
$23K Sell
200
-100
-33% -$11.5K 0.01% 687
2019
Q3
$30K Buy
300
+70
+30% +$7K 0.01% 572
2019
Q2
$28K Buy
230
+100
+77% +$12.2K 0.01% 596
2019
Q1
$10K Hold
130
﹤0.01% 893
2018
Q4
$8K Buy
+130
New +$8K ﹤0.01% 886