Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$37K Hold
1,646
0.02% 279
2024
Q3
$36K Sell
1,646
-2,848
-63% -$62.3K 0.01% 364
2024
Q2
$86K Sell
4,494
-1,362
-23% -$26.1K 0.03% 296
2024
Q1
$103K Sell
5,856
-668
-10% -$11.7K 0.04% 279
2023
Q4
$109K Sell
6,524
-288
-4% -$4.81K 0.04% 263
2023
Q3
$102K Buy
6,812
+1,286
+23% +$19.3K 0.04% 252
2023
Q2
$88K Buy
5,526
+1,027
+23% +$16.4K 0.04% 166
2023
Q1
$87K Sell
4,499
-350
-7% -$6.77K 0.04% 178
2022
Q4
$89K Buy
4,849
+1,516
+45% +$27.8K 0.04% 158
2022
Q3
$51K Hold
3,333
0.03% 205
2022
Q2
$70K Sell
3,333
-1,080
-24% -$22.7K 0.03% 183
2022
Q1
$79K Hold
4,413
0.03% 195
2021
Q4
$82K Buy
4,413
+1,854
+72% +$34.5K 0.03% 199
2021
Q3
$52K Buy
2,559
+966
+61% +$19.6K 0.02% 227
2021
Q2
$35K Hold
1,593
0.01% 265
2021
Q1
$36K Sell
1,593
-66
-4% -$1.49K 0.01% 259
2020
Q4
$36K Sell
1,659
-927
-36% -$20.1K 0.01% 238
2020
Q3
$56K Sell
2,586
-132
-5% -$2.86K 0.02% 199
2020
Q2
$62K Buy
2,718
+47
+2% +$1.07K 0.03% 183
2020
Q1
$59K Buy
2,671
+813
+44% +$18K 0.03% 164
2019
Q4
$55K Buy
1,858
+530
+40% +$15.7K 0.02% 195
2019
Q3
$38K Hold
1,328
0.02% 216
2019
Q2
$34K Hold
1,328
0.01% 229
2019
Q1
$31K Sell
1,328
-265
-17% -$6.19K 0.01% 227
2018
Q4
$34K Hold
1,593
0.02% 212
2018
Q3
$40K Sell
1,593
-2,582
-62% -$64.8K 0.02% 233
2018
Q2
$101K Sell
4,175
-1,925
-32% -$46.6K 0.04% 176
2018
Q1
$164K Sell
6,100
-5,251
-46% -$141K 0.07% 128
2017
Q4
$333K Sell
11,351
-523
-4% -$15.3K 0.13% 90
2017
Q3
$351K Sell
11,874
-193
-2% -$5.71K 0.15% 82
2017
Q2
$344K Sell
12,067
-1,087
-8% -$31K 0.15% 85
2017
Q1
$413K Sell
13,154
-127
-1% -$3.99K 0.19% 77
2016
Q4
$427K Buy
13,281
+1,721
+15% +$55.3K 0.22% 75
2016
Q3
$355K Sell
11,560
-1,570
-12% -$48.2K 0.18% 82
2016
Q2
$429K Buy
13,130
+265
+2% +$8.66K 0.25% 72
2016
Q1
$381K Buy
12,865
+7,050
+121% +$209K 0.2% 74
2015
Q4
$151K Buy
5,815
+2,251
+63% +$58.5K 0.08% 100
2015
Q3
$88K Sell
3,564
-927
-21% -$22.9K 0.05% 104
2015
Q2
$120K Buy
4,491
+265
+6% +$7.08K 0.07% 109
2015
Q1
$104K Buy
4,226
+198
+5% +$4.87K 0.06% 114
2014
Q4
$102K Sell
4,028
-662
-14% -$16.8K 0.06% 116
2014
Q3
$125K Sell
4,690
-503
-10% -$13.4K 0.08% 114
2014
Q2
$139K Hold
5,193
0.08% 113
2014
Q1
$138K Sell
5,193
-662
-11% -$17.6K 0.08% 111
2013
Q4
$155K Buy
5,855
+1,059
+22% +$28K 0.1% 105
2013
Q3
$122K Hold
4,796
0.08% 116
2013
Q2
$128K Buy
+4,796
New +$128K 0.08% 119