Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$143K Buy
1,906
+102
+6% +$7.65K 0.01% 535
2024
Q4
$138K Sell
1,804
-112
-6% -$8.56K 0.01% 464
2024
Q3
$150K Buy
1,916
+93
+5% +$7.26K 0.01% 455
2024
Q2
$130K Buy
1,823
+27
+2% +$1.93K 0.01% 460
2024
Q1
$146K Buy
1,796
+36
+2% +$2.92K 0.01% 432
2023
Q4
$129K Buy
1,760
+942
+115% +$68.9K 0.01% 449
2023
Q3
$54K Buy
818
+35
+4% +$2.31K 0.01% 655
2023
Q2
$58.1K Buy
783
+13
+2% +$965 0.01% 659
2023
Q1
$59.5K Buy
770
+299
+63% +$23.1K 0.01% 629
2022
Q4
$36K Buy
471
+3
+0.6% +$229 ﹤0.01% 815
2022
Q3
$33K Sell
468
-57
-11% -$4.02K 0.01% 796
2022
Q2
$44K Buy
525
+92
+21% +$7.71K 0.01% 708
2022
Q1
$35K Buy
433
+15
+4% +$1.21K 0.01% 803
2021
Q4
$33K Buy
418
+9
+2% +$711 0.01% 857
2021
Q3
$32K Buy
409
+31
+8% +$2.43K 0.01% 581
2021
Q2
$29K Buy
378
+27
+8% +$2.07K 0.01% 655
2021
Q1
$28K Buy
351
+9
+3% +$718 0.01% 626
2020
Q4
$25K Buy
342
+62
+22% +$4.53K 0.01% 611
2020
Q3
$17K Buy
280
+52
+23% +$3.16K ﹤0.01% 677
2020
Q2
$12K Sell
228
-656
-74% -$34.5K ﹤0.01% 786
2020
Q1
$40K Sell
884
-732
-45% -$33.1K 0.02% 373
2019
Q4
$138K Buy
1,616
+55
+4% +$4.7K 0.05% 196
2019
Q3
$124K Hold
1,561
0.05% 199
2019
Q2
$110K Buy
1,561
+30
+2% +$2.11K 0.04% 215
2019
Q1
$102K Hold
1,531
0.04% 220
2018
Q4
$95K Buy
+1,531
New +$95K 0.05% 208