Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$84.7K Sell
8,484
-1,343
-14% -$13.4K 0.01% 737
2024
Q4
$87.2K Buy
9,827
+2,317
+31% +$20.6K 0.01% 598
2024
Q3
$87.7K Sell
7,510
-305
-4% -$3.56K 0.01% 599
2024
Q2
$87.3K Sell
7,815
-634
-8% -$7.08K 0.01% 586
2024
Q1
$103K Sell
8,449
-2,127
-20% -$25.9K 0.01% 527
2023
Q4
$168K Buy
10,576
+2,877
+37% +$45.6K 0.02% 381
2023
Q3
$103K Buy
7,699
+438
+6% +$5.87K 0.01% 463
2023
Q2
$97.4K Sell
7,261
-2,547
-26% -$34.2K 0.01% 491
2023
Q1
$155K Sell
9,808
-853
-8% -$13.5K 0.02% 369
2022
Q4
$181K Buy
10,661
+184
+2% +$3.12K 0.02% 348
2022
Q3
$140K Sell
10,477
-107
-1% -$1.43K 0.02% 353
2022
Q2
$155K Buy
10,584
+3,431
+48% +$50.2K 0.03% 344
2022
Q1
$143K Buy
7,153
+86
+1% +$1.72K 0.02% 369
2021
Q4
$99K Sell
7,067
-2,379
-25% -$33.3K 0.02% 498
2021
Q3
$132K Buy
9,446
+59
+0.6% +$824 0.03% 223
2021
Q2
$214K Buy
9,387
+121
+1% +$2.76K 0.05% 154
2021
Q1
$161K Buy
9,266
+3,122
+51% +$54.2K 0.04% 185
2020
Q4
$103K Sell
6,144
-8
-0.1% -$134 0.03% 239
2020
Q3
$65K Buy
6,152
+157
+3% +$1.66K 0.02% 293
2020
Q2
$62K Buy
5,995
+237
+4% +$2.45K 0.02% 314
2020
Q1
$48K Buy
5,758
+4,265
+286% +$35.6K 0.02% 331
2019
Q4
$20K Buy
1,493
+495
+50% +$6.63K 0.01% 746
2019
Q3
$11K Sell
998
-1,474
-60% -$16.2K ﹤0.01% 881
2019
Q2
$33K Buy
2,472
+463
+23% +$6.18K 0.01% 546
2019
Q1
$26K Hold
2,009
0.01% 610
2018
Q4
$26K Buy
+2,009
New +$26K 0.01% 530