Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$56K Buy
795
+503
+172% +$35.4K 0.01% 950
2024
Q4
$21.7K Sell
292
-10
-3% -$743 ﹤0.01% 1241
2024
Q3
$22.5K Buy
302
+45
+18% +$3.36K ﹤0.01% 1227
2024
Q2
$15.4K Sell
257
-11
-4% -$659 ﹤0.01% 1397
2024
Q1
$17.5K Sell
268
-109
-29% -$7.1K ﹤0.01% 1279
2023
Q4
$34.6K Buy
377
+113
+43% +$10.4K ﹤0.01% 908
2023
Q3
$18.6K Sell
264
-650
-71% -$45.9K ﹤0.01% 1090
2023
Q2
$58.5K Buy
914
+644
+239% +$41.2K 0.01% 656
2023
Q1
$17.8K Buy
270
+27
+11% +$1.78K ﹤0.01% 1129
2022
Q4
$9.89K Buy
243
+68
+39% +$2.77K ﹤0.01% 1435
2022
Q3
$10K Buy
175
+46
+36% +$2.63K ﹤0.01% 1342
2022
Q2
$11K Sell
129
-89
-41% -$7.59K ﹤0.01% 1227
2022
Q1
$27K Buy
218
+133
+156% +$16.5K ﹤0.01% 887
2021
Q4
$19K Buy
85
+9
+12% +$2.01K ﹤0.01% 1040
2021
Q3
$24K Sell
76
-59
-44% -$18.6K 0.01% 686
2021
Q2
$62K Buy
135
+81
+150% +$37.2K 0.01% 407
2021
Q1
$18K Sell
54
-1
-2% -$333 ﹤0.01% 784
2020
Q4
$18K Buy
55
+22
+67% +$7.2K ﹤0.01% 724
2020
Q3
$6K Buy
+33
New +$6K ﹤0.01% 1049
2019
Q2
Sell
-300
Closed -$19K 1488
2019
Q1
$19K Buy
+300
New +$19K 0.01% 712