Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$165K Buy
1,381
+876
+173% +$105K 0.02% 474
2024
Q4
$58.6K Buy
505
+66
+15% +$7.66K 0.01% 755
2024
Q3
$59.3K Buy
439
+2
+0.5% +$270 0.01% 741
2024
Q2
$59.3K Buy
437
+4
+0.9% +$543 0.01% 725
2024
Q1
$56K Buy
433
+18
+4% +$2.33K 0.01% 744
2023
Q4
$47.5K Buy
415
+20
+5% +$2.29K ﹤0.01% 768
2023
Q3
$36K Sell
395
-43
-10% -$3.91K ﹤0.01% 805
2023
Q2
$49.3K Buy
438
+17
+4% +$1.92K 0.01% 729
2023
Q1
$44.1K Sell
421
-8
-2% -$838 0.01% 744
2022
Q4
$47.4K Buy
429
+79
+23% +$8.74K 0.01% 715
2022
Q3
$31K Buy
350
+59
+20% +$5.23K 0.01% 816
2022
Q2
$23K Buy
291
+41
+16% +$3.24K ﹤0.01% 925
2022
Q1
$21K Sell
250
-174
-41% -$14.6K ﹤0.01% 991
2021
Q4
$51K Buy
424
+166
+64% +$20K 0.01% 712
2021
Q3
$32K Hold
258
0.01% 586
2021
Q2
$31K Hold
258
0.01% 628
2021
Q1
$27K Buy
258
+5
+2% +$523 0.01% 641
2020
Q4
$26K Hold
253
0.01% 603
2020
Q3
$21K Sell
253
-15
-6% -$1.25K 0.01% 595
2020
Q2
$17K Buy
268
+170
+173% +$10.8K 0.01% 677
2020
Q1
$6K Buy
98
+70
+250% +$4.29K ﹤0.01% 953
2019
Q4
$2K Hold
28
﹤0.01% 1328
2019
Q3
$2K Hold
28
﹤0.01% 1304
2019
Q2
$2K Hold
28
﹤0.01% 1274
2019
Q1
$2K Hold
28
﹤0.01% 1255
2018
Q4
$1K Buy
+28
New +$1K ﹤0.01% 1305