Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$109K Buy
1,477
+1,084
+276% +$80K 0.01% 640
2024
Q4
$32.1K Buy
393
+51
+15% +$4.16K ﹤0.01% 1017
2024
Q3
$23.9K Buy
342
+77
+29% +$5.37K ﹤0.01% 1196
2024
Q2
$15.7K Sell
265
-346
-57% -$20.5K ﹤0.01% 1388
2024
Q1
$39.9K Sell
611
-388
-39% -$25.4K ﹤0.01% 871
2023
Q4
$71.8K Sell
999
-1,531
-61% -$110K 0.01% 627
2023
Q3
$177K Buy
2,530
+20
+0.8% +$1.4K 0.02% 348
2023
Q2
$170K Buy
2,510
+155
+7% +$10.5K 0.02% 366
2023
Q1
$174K Sell
2,355
-109
-4% -$8.05K 0.02% 344
2022
Q4
$167K Sell
2,464
-36
-1% -$2.44K 0.02% 368
2022
Q3
$184K Sell
2,500
-290
-10% -$21.3K 0.03% 280
2022
Q2
$301K Buy
2,790
+125
+5% +$13.5K 0.05% 215
2022
Q1
$312K Buy
2,665
+699
+36% +$81.8K 0.05% 219
2021
Q4
$362K Sell
1,966
-18
-0.9% -$3.31K 0.06% 198
2021
Q3
$519K Sell
1,984
-31
-2% -$8.11K 0.14% 65
2021
Q2
$780K Buy
2,015
+219
+12% +$84.8K 0.17% 48
2021
Q1
$577K Buy
1,796
+70
+4% +$22.5K 0.13% 61
2020
Q4
$582K Sell
1,726
-70
-4% -$23.6K 0.14% 55
2020
Q3
$844K Buy
1,796
+131
+8% +$61.6K 0.23% 40
2020
Q2
$422K Sell
1,665
-135
-8% -$34.2K 0.13% 64
2020
Q1
$263K Buy
+1,800
New +$263K 0.1% 86