Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$76.2K Buy
1,686
+271
+19% +$12.2K 0.01% 795
2024
Q4
$61.4K Buy
1,415
+3
+0.2% +$130 0.01% 729
2024
Q3
$64K Sell
1,412
-24
-2% -$1.09K 0.01% 710
2024
Q2
$59.1K Buy
1,436
+327
+29% +$13.5K 0.01% 727
2024
Q1
$41.5K Buy
1,109
+55
+5% +$2.06K ﹤0.01% 849
2023
Q4
$40.4K Buy
1,054
+199
+23% +$7.62K ﹤0.01% 835
2023
Q3
$30.5K Buy
855
+109
+15% +$3.89K ﹤0.01% 865
2023
Q2
$32K Buy
746
+34
+5% +$1.46K ﹤0.01% 873
2023
Q1
$29.2K Sell
712
-6
-0.8% -$246 ﹤0.01% 898
2022
Q4
$27.8K Sell
718
-212
-23% -$8.21K ﹤0.01% 916
2022
Q3
$39K Buy
930
+287
+45% +$12K 0.01% 746
2022
Q2
$30K Sell
643
-61
-9% -$2.85K 0.01% 834
2022
Q1
$40K Buy
704
+96
+16% +$5.46K 0.01% 753
2021
Q4
$36K Buy
608
+5
+0.8% +$296 0.01% 832
2021
Q3
$32K Hold
603
0.01% 583
2021
Q2
$30K Hold
603
0.01% 639
2021
Q1
$26K Hold
603
0.01% 663
2020
Q4
$23K Buy
603
+194
+47% +$7.4K 0.01% 638
2020
Q3
$13K Buy
409
+263
+180% +$8.36K ﹤0.01% 764
2020
Q2
$5K Sell
146
-28
-16% -$959 ﹤0.01% 1103
2020
Q1
$6K Buy
174
+162
+1,350% +$5.59K ﹤0.01% 944
2019
Q4
$1K Hold
12
﹤0.01% 1451
2019
Q3
$1K Hold
12
﹤0.01% 1393
2019
Q2
$0 Hold
12
﹤0.01% 1511
2019
Q1
$0 Hold
12
﹤0.01% 1517
2018
Q4
$0 Buy
+12
New ﹤0.01% 1449