Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$162K Buy
3,412
+316
+10% +$15K 0.02% 479
2024
Q4
$134K Buy
3,096
+68
+2% +$2.95K 0.01% 477
2024
Q3
$212K Sell
3,028
-228
-7% -$16K 0.02% 376
2024
Q2
$214K Sell
3,256
-129
-4% -$8.48K 0.02% 346
2024
Q1
$265K Buy
3,385
+208
+7% +$16.3K 0.02% 305
2023
Q4
$302K Sell
3,177
-16
-0.5% -$1.52K 0.03% 272
2023
Q3
$327K Buy
3,193
+68
+2% +$6.97K 0.04% 234
2023
Q2
$231K Buy
3,125
+56
+2% +$4.14K 0.02% 297
2023
Q1
$214K Hold
3,069
0.03% 298
2022
Q4
$167K Buy
3,069
+988
+47% +$53.8K 0.02% 367
2022
Q3
$76K Buy
2,081
+251
+14% +$9.17K 0.01% 519
2022
Q2
$81K Sell
1,830
-24
-1% -$1.06K 0.01% 500
2022
Q1
$110K Sell
1,854
-200
-10% -$11.9K 0.02% 437
2021
Q4
$120K Sell
2,054
-40
-2% -$2.34K 0.02% 447
2021
Q3
$144K Buy
2,094
+32
+2% +$2.2K 0.04% 210
2021
Q2
$158K Hold
2,062
0.04% 211
2021
Q1
$149K Buy
2,062
+272
+15% +$19.7K 0.03% 200
2020
Q4
$112K Buy
1,790
+60
+3% +$3.75K 0.03% 224
2020
Q3
$72K Buy
1,730
+116
+7% +$4.83K 0.02% 271
2020
Q2
$60K Buy
1,614
+1,128
+232% +$41.9K 0.02% 323
2020
Q1
$16K Sell
486
-600
-55% -$19.8K 0.01% 618
2019
Q4
$55K Buy
1,086
+721
+198% +$36.5K 0.02% 416
2019
Q3
$17K Sell
365
-652
-64% -$30.4K 0.01% 760
2019
Q2
$53K Buy
1,017
+585
+135% +$30.5K 0.02% 405
2019
Q1
$23K Buy
432
+308
+248% +$16.4K 0.01% 646
2018
Q4
$6K Buy
+124
New +$6K ﹤0.01% 975