Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$79K Buy
1,277
+1
+0.1% +$62 0.03% 201
2024
Q3
$83K Buy
1,276
+1
+0.1% +$65 0.03% 296
2024
Q2
$68K Hold
1,275
0.02% 314
2024
Q1
$67K Hold
1,275
0.02% 311
2023
Q4
$56K Hold
1,275
0.02% 331
2023
Q3
$56K Sell
1,275
-300
-19% -$13.2K 0.02% 313
2023
Q2
$70K Sell
1,575
-200
-11% -$8.89K 0.03% 193
2023
Q1
$79K Buy
1,775
+200
+13% +$8.9K 0.04% 186
2022
Q4
$65K Buy
1,575
+300
+24% +$12.4K 0.03% 186
2022
Q3
$47K Hold
1,275
0.02% 211
2022
Q2
$53K Hold
1,275
0.02% 203
2022
Q1
$73K Hold
1,275
0.03% 199
2021
Q4
$85K Hold
1,275
0.03% 198
2021
Q3
$89K Hold
1,275
0.03% 191
2021
Q2
$90K Hold
1,275
0.03% 187
2021
Q1
$78K Hold
1,275
0.03% 192
2020
Q4
$64K Hold
1,275
0.02% 192
2020
Q3
$66K Hold
1,275
0.03% 177
2020
Q2
$67K Hold
1,275
0.03% 178
2020
Q1
$38K Hold
1,275
0.02% 200
2019
Q4
$46K Hold
1,275
0.02% 205
2019
Q3
$50K Hold
1,275
0.02% 198
2019
Q2
$50K Hold
1,275
0.02% 196
2019
Q1
$47K Hold
1,275
0.02% 199
2018
Q4
$36K Hold
1,275
0.02% 206
2018
Q3
$42K Hold
1,275
0.02% 227
2018
Q2
$46K Hold
1,275
0.02% 225
2018
Q1
$51K Hold
1,275
0.02% 204
2017
Q4
$48K Hold
1,275
0.02% 208
2017
Q3
$49K Hold
1,275
0.02% 197
2017
Q2
$45K Hold
1,275
0.02% 202
2017
Q1
$43K Hold
1,275
0.02% 197
2016
Q4
$38K Sell
1,275
-42
-3% -$1.25K 0.02% 192
2016
Q3
$43K Hold
1,317
0.02% 153
2016
Q2
$31K Hold
1,317
0.02% 168
2016
Q1
$31K Hold
1,317
0.02% 159
2015
Q4
$36K Hold
1,317
0.02% 150
2015
Q3
$32K Sell
1,317
-1,812
-58% -$44K 0.02% 148
2015
Q2
$79K Hold
3,129
0.04% 121
2015
Q1
$76K Hold
3,129
0.04% 123
2014
Q4
$74K Hold
3,129
0.05% 131
2014
Q3
$75K Hold
3,129
0.05% 128
2014
Q2
$66K Hold
3,129
0.04% 136
2014
Q1
$73K Sell
3,129
-136,544
-98% -$3.19M 0.04% 130
2013
Q4
$3.23M Buy
139,673
+656
+0.5% +$15.1K 2.01% 17
2013
Q3
$3.27M Sell
139,017
-7,162
-5% -$168K 2.06% 18
2013
Q2
$3.18M Buy
+146,179
New +$3.18M 1.94% 15