Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-455
Closed -$39.9K 3708
2023
Q4
$39.9K Buy
+455
New +$39.9K ﹤0.01% 2139
2023
Q2
Sell
-410
Closed -$13.1K 3703
2023
Q1
$13.1K Sell
410
-199
-33% -$6.35K ﹤0.01% 2758
2022
Q4
$20.3K Buy
+609
New +$20.3K ﹤0.01% 2462
2021
Q3
Sell
-723
Closed -$35K 3262
2021
Q2
$35K Buy
+723
New +$35K ﹤0.01% 2191
2021
Q1
Sell
-726
Closed -$30K 3207
2020
Q4
$30K Sell
726
-14,107
-95% -$583K ﹤0.01% 1940
2020
Q3
$434K Buy
+14,833
New +$434K 0.02% 680
2020
Q2
Sell
-937
Closed -$16K 2789
2020
Q1
$16K Sell
937
-168
-15% -$2.87K ﹤0.01% 2006
2019
Q4
$30K Sell
1,105
-23
-2% -$624 ﹤0.01% 1803
2019
Q3
$23K Hold
1,128
﹤0.01% 1763
2019
Q2
$23K Buy
1,128
+839
+290% +$17.1K ﹤0.01% 1761
2019
Q1
$5K Sell
289
-1,079
-79% -$18.7K ﹤0.01% 2126
2018
Q4
$27K Sell
1,368
-815
-37% -$16.1K ﹤0.01% 1380
2018
Q3
$86K Hold
2,183
0.01% 1028
2018
Q2
$75K Buy
2,183
+810
+59% +$27.8K 0.01% 1065
2018
Q1
$48K Buy
1,373
+1,315
+2,267% +$46K ﹤0.01% 1334
2017
Q4
$2K Buy
+58
New +$2K ﹤0.01% 2388