Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$13.9K Sell
152
-46
-23% -$4.19K ﹤0.01% 793
2024
Q4
$22.8K Sell
198
-941
-83% -$108K ﹤0.01% 725
2024
Q3
$135K Buy
1,139
+35
+3% +$4.15K 0.01% 423
2024
Q2
$152K Buy
1,104
+142
+15% +$19.6K 0.01% 399
2024
Q1
$110K Buy
962
+5
+0.5% +$571 0.01% 444
2023
Q4
$73.2K Hold
957
﹤0.01% 492
2023
Q3
$65.9K Sell
957
-152
-14% -$10.5K ﹤0.01% 502
2023
Q2
$60K Hold
1,109
﹤0.01% 510
2023
Q1
$44.6K Hold
1,109
﹤0.01% 551
2022
Q4
$44.6K Hold
1,109
﹤0.01% 552
2022
Q3
$38K Sell
1,109
-559
-34% -$19.2K ﹤0.01% 553
2022
Q2
$77K Buy
1,668
+59
+4% +$2.72K ﹤0.01% 446
2022
Q1
$81K Buy
1,609
+152
+10% +$7.65K ﹤0.01% 453
2021
Q4
$82K Sell
1,457
-924
-39% -$52K ﹤0.01% 480
2021
Q3
$126K Buy
2,381
+256
+12% +$13.5K 0.01% 385
2021
Q2
$107K Sell
2,125
-201
-9% -$10.1K 0.01% 415
2021
Q1
$104K Buy
2,326
+237
+11% +$10.6K 0.01% 393
2020
Q4
$77K Hold
2,089
﹤0.01% 427
2020
Q3
$72K Hold
2,089
﹤0.01% 414
2020
Q2
$59K Buy
2,089
+1,888
+939% +$53.3K ﹤0.01% 436
2020
Q1
$4K Sell
201
-3,818
-95% -$76K ﹤0.01% 774
2019
Q4
$105K Buy
4,019
+3,818
+1,900% +$99.7K 0.01% 364
2019
Q3
$5K Hold
201
﹤0.01% 782
2019
Q2
$5K Buy
+201
New +$5K ﹤0.01% 770
2018
Q3
Sell
-502
Closed -$12K 778
2018
Q2
$12K Buy
+502
New +$12K ﹤0.01% 645
2018
Q1
Sell
-1,586
Closed -$36K 837
2017
Q4
$36K Hold
1,586
﹤0.01% 495
2017
Q3
$34K Hold
1,586
﹤0.01% 495
2017
Q2
$27K Hold
1,586
﹤0.01% 538
2017
Q1
$29K Hold
1,586
﹤0.01% 537
2016
Q4
$24K Sell
1,586
-139
-8% -$2.1K ﹤0.01% 547
2016
Q3
$23K Buy
+1,725
New +$23K ﹤0.01% 538