Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$56.1K Buy
362
+144
+66% +$22.3K 0.01% 948
2024
Q4
$40.1K Buy
218
+25
+13% +$4.6K ﹤0.01% 911
2024
Q3
$34.9K Sell
193
-17
-8% -$3.07K ﹤0.01% 989
2024
Q2
$38.2K Buy
210
+22
+12% +$4K ﹤0.01% 910
2024
Q1
$35.5K Buy
188
+13
+7% +$2.46K ﹤0.01% 923
2023
Q4
$30.6K Buy
175
+91
+108% +$15.9K ﹤0.01% 969
2023
Q3
$11.9K Buy
84
+6
+8% +$850 ﹤0.01% 1319
2023
Q2
$11.1K Sell
78
-27
-26% -$3.84K ﹤0.01% 1397
2023
Q1
$13.5K Buy
105
+5
+5% +$641 ﹤0.01% 1272
2022
Q4
$12K Buy
100
+52
+108% +$6.24K ﹤0.01% 1343
2022
Q3
$5K Sell
48
-30
-38% -$3.13K ﹤0.01% 1685
2022
Q2
$8K Buy
78
+28
+56% +$2.87K ﹤0.01% 1359
2022
Q1
$5K Buy
50
+20
+67% +$2K ﹤0.01% 1604
2021
Q4
$4K Hold
30
﹤0.01% 1596
2021
Q3
$4K Hold
30
﹤0.01% 1336
2021
Q2
$4K Sell
30
-4
-12% -$533 ﹤0.01% 1390
2021
Q1
$5K Buy
34
+4
+13% +$588 ﹤0.01% 1266
2020
Q4
$4K Buy
30
+10
+50% +$1.33K ﹤0.01% 1271
2020
Q3
$2K Sell
20
-9
-31% -$900 ﹤0.01% 1428
2020
Q2
$2K Sell
29
-27
-48% -$1.86K ﹤0.01% 1423
2020
Q1
$3K Sell
56
-88
-61% -$4.71K ﹤0.01% 1218
2019
Q4
$11K Hold
144
﹤0.01% 907
2019
Q3
$10K Buy
144
+27
+23% +$1.88K ﹤0.01% 905
2019
Q2
$10K Hold
117
﹤0.01% 904
2019
Q1
$10K Hold
117
﹤0.01% 896
2018
Q4
$9K Buy
+117
New +$9K ﹤0.01% 853