Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$74K Buy
1,960
+1,255
+178% +$47.4K 0.01% 810
2024
Q4
$32.6K Sell
705
-401
-36% -$18.5K ﹤0.01% 1009
2024
Q3
$58.5K Buy
1,106
+119
+12% +$6.3K 0.01% 749
2024
Q2
$54.1K Buy
987
+266
+37% +$14.6K 0.01% 756
2024
Q1
$46.4K Buy
721
+23
+3% +$1.48K ﹤0.01% 801
2023
Q4
$40.1K Buy
698
+69
+11% +$3.97K ﹤0.01% 838
2023
Q3
$36.2K Buy
629
+42
+7% +$2.42K ﹤0.01% 802
2023
Q2
$35.1K Buy
587
+58
+11% +$3.47K ﹤0.01% 840
2023
Q1
$25.6K Sell
529
-22
-4% -$1.06K ﹤0.01% 954
2022
Q4
$23.5K Buy
551
+331
+150% +$14.1K ﹤0.01% 978
2022
Q3
$7K Buy
220
+169
+331% +$5.38K ﹤0.01% 1516
2022
Q2
$1K Buy
+51
New +$1K ﹤0.01% 2375
2020
Q2
Sell
-82
Closed -$1K 1898
2020
Q1
$1K Sell
82
-227
-73% -$2.77K ﹤0.01% 1562
2019
Q4
$9K Hold
309
﹤0.01% 956
2019
Q3
$8K Hold
309
﹤0.01% 966
2019
Q2
$9K Hold
309
﹤0.01% 931
2019
Q1
$9K Hold
309
﹤0.01% 930
2018
Q4
$8K Buy
+309
New +$8K ﹤0.01% 895