Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$31.5K Sell
829
-498
-38% -$18.9K ﹤0.01% 1169
2024
Q4
$68.2K Sell
1,327
-38
-3% -$1.95K 0.01% 685
2024
Q3
$69.8K Sell
1,365
-202
-13% -$10.3K 0.01% 683
2024
Q2
$71.7K Sell
1,567
-91
-5% -$4.17K 0.01% 653
2024
Q1
$78.6K Buy
1,658
+118
+8% +$5.59K 0.01% 614
2023
Q4
$73.3K Buy
1,540
+185
+14% +$8.8K 0.01% 620
2023
Q3
$60.4K Buy
1,355
+7
+0.5% +$312 0.01% 618
2023
Q2
$70.5K Sell
1,348
-17
-1% -$889 0.01% 594
2023
Q1
$81.2K Buy
1,365
+16
+1% +$952 0.01% 538
2022
Q4
$66.3K Sell
1,349
-415
-24% -$20.4K 0.01% 594
2022
Q3
$73K Buy
1,764
+499
+39% +$20.7K 0.01% 535
2022
Q2
$64K Sell
1,265
-380
-23% -$19.2K 0.01% 576
2022
Q1
$108K Sell
1,645
-220
-12% -$14.4K 0.02% 442
2021
Q4
$141K Buy
1,865
+299
+19% +$22.6K 0.02% 400
2021
Q3
$105K Buy
1,566
+74
+5% +$4.96K 0.03% 261
2021
Q2
$101K Sell
1,492
-27
-2% -$1.83K 0.02% 296
2021
Q1
$97K Buy
1,519
+122
+9% +$7.79K 0.02% 278
2020
Q4
$76K Buy
1,397
+138
+11% +$7.51K 0.02% 295
2020
Q3
$49K Buy
1,259
+75
+6% +$2.92K 0.01% 365
2020
Q2
$46K Buy
1,184
+919
+347% +$35.7K 0.01% 376
2020
Q1
$9K Sell
265
-747
-74% -$25.4K ﹤0.01% 805
2019
Q4
$71K Sell
1,012
-53
-5% -$3.72K 0.02% 339
2019
Q3
$67K Buy
1,065
+163
+18% +$10.3K 0.03% 330
2019
Q2
$56K Buy
902
+216
+31% +$13.4K 0.02% 382
2019
Q1
$36K Buy
686
+111
+19% +$5.83K 0.01% 512
2018
Q4
$31K Buy
+575
New +$31K 0.02% 494