Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$66.6K Buy
1,031
+509
+98% +$32.9K 0.01% 866
2024
Q4
$55.2K Sell
522
-54
-9% -$5.71K 0.01% 777
2024
Q3
$58.1K Sell
576
-22
-4% -$2.22K 0.01% 753
2024
Q2
$63.3K Buy
598
+63
+12% +$6.67K 0.01% 706
2024
Q1
$75.2K Buy
535
+14
+3% +$1.97K 0.01% 631
2023
Q4
$63.6K Buy
521
+110
+27% +$13.4K 0.01% 671
2023
Q3
$31.4K Sell
411
-14
-3% -$1.07K ﹤0.01% 853
2023
Q2
$36.1K Sell
425
-8
-2% -$680 ﹤0.01% 830
2023
Q1
$38.6K Buy
433
+38
+10% +$3.39K ﹤0.01% 793
2022
Q4
$27.9K Buy
395
+75
+23% +$5.29K ﹤0.01% 914
2022
Q3
$14K Buy
320
+295
+1,180% +$12.9K ﹤0.01% 1176
2022
Q2
$1K Buy
25
+16
+178% +$640 ﹤0.01% 2337
2022
Q1
$1K Sell
9
-31
-78% -$3.44K ﹤0.01% 2331
2021
Q4
$4K Hold
40
﹤0.01% 1597
2021
Q3
$4K Hold
40
﹤0.01% 1338
2021
Q2
$4K Hold
40
﹤0.01% 1392
2021
Q1
$4K Hold
40
﹤0.01% 1348
2020
Q4
$4K Hold
40
﹤0.01% 1272
2020
Q3
$2K Hold
40
﹤0.01% 1430
2020
Q2
$2K Buy
40
+4
+11% +$200 ﹤0.01% 1424
2020
Q1
$1K Buy
+36
New +$1K ﹤0.01% 1531
2019
Q3
Sell
-41
Closed -$3K 1513
2019
Q2
$3K Buy
41
+25
+156% +$1.83K ﹤0.01% 1165
2019
Q1
$1K Hold
16
﹤0.01% 1324
2018
Q4
$1K Buy
+16
New +$1K ﹤0.01% 1283