Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-503
Closed -$23.9K 3677
2023
Q4
$23.9K Buy
+503
New +$23.9K ﹤0.01% 2425
2023
Q2
Sell
-675
Closed -$40.2K 3672
2023
Q1
$40.2K Buy
675
+422
+167% +$25.1K ﹤0.01% 2145
2022
Q4
$12.5K Buy
+253
New +$12.5K ﹤0.01% 2746
2021
Q3
Sell
-253
Closed -$17K 3234
2021
Q2
$17K Buy
+253
New +$17K ﹤0.01% 2581
2021
Q1
Sell
-254
Closed -$14K 3175
2020
Q4
$14K Sell
254
-539
-68% -$29.7K ﹤0.01% 2289
2020
Q3
$31K Buy
+793
New +$31K ﹤0.01% 1848
2020
Q2
Sell
-119
Closed -$4K 2765
2020
Q1
$4K Sell
119
-75
-39% -$2.52K ﹤0.01% 2599
2019
Q4
$14K Buy
194
+105
+118% +$7.58K ﹤0.01% 2209
2019
Q3
$6K Hold
89
﹤0.01% 2371
2019
Q2
$6K Buy
89
+13
+17% +$876 ﹤0.01% 2369
2019
Q1
$4K Sell
76
-75
-50% -$3.95K ﹤0.01% 2197
2018
Q4
$8K Buy
151
+51
+51% +$2.7K ﹤0.01% 1862
2018
Q3
$7K Sell
100
-44
-31% -$3.08K ﹤0.01% 1948
2018
Q2
$11K Buy
144
+30
+26% +$2.29K ﹤0.01% 1765
2018
Q1
$9K Sell
114
-62
-35% -$4.9K ﹤0.01% 1920
2017
Q4
$16K Buy
176
+143
+433% +$13K ﹤0.01% 1691
2017
Q3
$3K Hold
33
﹤0.01% 2092
2017
Q2
$3K Buy
33
+24
+267% +$2.18K ﹤0.01% 2036
2017
Q1
$1K Buy
+9
New +$1K ﹤0.01% 2136
2016
Q2
Sell
-38
Closed -$4K 1973
2016
Q1
$4K Hold
38
﹤0.01% 1343
2015
Q4
$4K Hold
38
﹤0.01% 1214
2015
Q3
$4K Hold
38
﹤0.01% 1200
2015
Q2
$4K Hold
38
﹤0.01% 1151
2015
Q1
$4K Hold
38
﹤0.01% 1080
2014
Q4
$4K Buy
+38
New +$4K ﹤0.01% 980
2014
Q1
Sell
-38
Closed -$4K 815
2013
Q4
$4K Buy
+38
New +$4K ﹤0.01% 878