Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$78.2K Buy
799
+85
+12% +$8.32K ﹤0.01% 491
2024
Q4
$77.2K Sell
714
-40
-5% -$4.32K ﹤0.01% 502
2024
Q3
$49.2K Sell
754
-120
-14% -$7.83K ﹤0.01% 592
2024
Q2
$49.7K Sell
874
-503
-37% -$28.6K ﹤0.01% 589
2024
Q1
$84.2K Sell
1,377
-196
-12% -$12K ﹤0.01% 493
2023
Q4
$119K Sell
1,573
-815
-34% -$61.8K 0.01% 418
2023
Q3
$140K Sell
2,388
-3,620
-60% -$212K 0.01% 384
2023
Q2
$382K Sell
6,008
-2,705
-31% -$172K 0.02% 279
2023
Q1
$581K Sell
8,713
-1,098
-11% -$73.2K 0.03% 248
2022
Q4
$480K Sell
9,811
-3,001
-23% -$147K 0.03% 258
2022
Q3
$885K Sell
12,812
-1,502
-10% -$104K 0.06% 207
2022
Q2
$1.2M Sell
14,314
-3,279
-19% -$275K 0.07% 191
2022
Q1
$2.9M Buy
17,593
+158
+0.9% +$26K 0.15% 134
2021
Q4
$4.59M Buy
17,435
+65
+0.4% +$17.1K 0.22% 106
2021
Q3
$5.54M Buy
17,370
+731
+4% +$233K 0.29% 85
2021
Q2
$6.56M Buy
16,639
+1,759
+12% +$693K 0.35% 70
2021
Q1
$5.07M Buy
14,880
+1,263
+9% +$430K 0.29% 87
2020
Q4
$4.61M Buy
13,617
+933
+7% +$316K 0.28% 91
2020
Q3
$3.13M Buy
12,684
+3,255
+35% +$804K 0.21% 113
2020
Q2
$2.07M Buy
9,429
+925
+11% +$203K 0.15% 135
2020
Q1
$761K Buy
8,504
+1,280
+18% +$115K 0.07% 187
2019
Q4
$710K Buy
7,224
+2,524
+54% +$248K 0.05% 210
2019
Q3
$517K Buy
+4,700
New +$517K 0.04% 232