Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$54.3K Buy
2,482
+131
+6% +$2.87K 0.01% 966
2024
Q4
$52.1K Buy
2,351
+157
+7% +$3.48K ﹤0.01% 798
2024
Q3
$59K Sell
2,194
-105
-5% -$2.82K 0.01% 746
2024
Q2
$56.5K Sell
2,299
-45
-2% -$1.11K 0.01% 740
2024
Q1
$57.8K Buy
2,344
+485
+26% +$12K 0.01% 726
2023
Q4
$43.6K Buy
1,859
+691
+59% +$16.2K ﹤0.01% 807
2023
Q3
$24.1K Sell
1,168
-25
-2% -$517 ﹤0.01% 980
2023
Q2
$27.9K Buy
1,193
+45
+4% +$1.05K ﹤0.01% 929
2023
Q1
$29K Sell
1,148
-274
-19% -$6.92K ﹤0.01% 904
2022
Q4
$32.4K Sell
1,422
-261
-16% -$5.95K ﹤0.01% 853
2022
Q3
$43K Buy
1,683
+185
+12% +$4.73K 0.01% 705
2022
Q2
$46K Buy
1,498
+1
+0.1% +$31 0.01% 684
2022
Q1
$53K Buy
1,497
+407
+37% +$14.4K 0.01% 657
2021
Q4
$39K Buy
1,090
+79
+8% +$2.83K 0.01% 798
2021
Q3
$33K Buy
1,011
+28
+3% +$914 0.01% 569
2021
Q2
$26K Sell
983
-210
-18% -$5.55K 0.01% 691
2021
Q1
$31K Buy
1,193
+124
+12% +$3.22K 0.01% 592
2020
Q4
$30K Sell
1,069
-111
-9% -$3.12K 0.01% 559
2020
Q3
$32K Buy
1,180
+19
+2% +$515 0.01% 470
2020
Q2
$28K Buy
1,161
+436
+60% +$10.5K 0.01% 511
2020
Q1
$15K Sell
725
-88
-11% -$1.82K 0.01% 641
2019
Q4
$16K Sell
813
-483
-37% -$9.51K 0.01% 803
2019
Q3
$29K Sell
1,296
-62
-5% -$1.39K 0.01% 587
2019
Q2
$33K Buy
1,358
+805
+146% +$19.6K 0.01% 545
2019
Q1
$11K Buy
553
+296
+115% +$5.89K ﹤0.01% 864
2018
Q4
$5K Buy
+257
New +$5K ﹤0.01% 1013