Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-532
Closed -$6.11K 2820
2024
Q3
$6.11K Buy
532
+328
+161% +$3.77K ﹤0.01% 1633
2024
Q2
$2.04K Hold
204
﹤0.01% 1964
2024
Q1
$2.4K Hold
204
﹤0.01% 1013
2023
Q4
$2.33K Hold
204
﹤0.01% 993
2023
Q3
$2.34K Hold
204
﹤0.01% 982
2023
Q2
$2.38K Hold
204
﹤0.01% 973
2023
Q1
$2.43K Hold
204
﹤0.01% 977
2022
Q4
$2.02K Hold
204
﹤0.01% 939
2022
Q3
$2K Hold
204
﹤0.01% 1007
2022
Q2
$2K Hold
204
﹤0.01% 985
2022
Q1
$2K Hold
204
﹤0.01% 978
2021
Q4
$2K Hold
204
﹤0.01% 945
2021
Q3
$2K Hold
204
﹤0.01% 862
2021
Q2
$2K Buy
+204
New +$2K ﹤0.01% 867
2020
Q4
$2K Hold
204
﹤0.01% 681
2020
Q3
$2K Hold
204
﹤0.01% 653
2020
Q2
$2K Hold
204
﹤0.01% 639
2020
Q1
$2K Hold
204
﹤0.01% 637
2019
Q4
$3K Hold
204
﹤0.01% 542
2019
Q3
$3K Sell
204
-2,007
-91% -$29.5K ﹤0.01% 546
2019
Q2
$35K Buy
+2,211
New +$35K 0.01% 366
2018
Q4
$37K Sell
2,268
-109
-5% -$1.78K 0.01% 306
2018
Q3
$38K Sell
2,377
-1,963
-45% -$31.4K 0.02% 317
2018
Q2
$72K Buy
4,340
+720
+20% +$11.9K 0.03% 193
2018
Q1
$61K Sell
3,620
-426
-11% -$7.18K 0.03% 187
2017
Q4
$70K Buy
4,046
+37
+0.9% +$640 0.03% 182
2017
Q3
$65K Sell
4,009
-890
-18% -$14.4K 0.03% 189
2017
Q2
$78K Buy
4,899
+243
+5% +$3.87K 0.04% 175
2017
Q1
$72K Buy
4,656
+1,711
+58% +$26.5K 0.03% 160
2016
Q4
$45K Buy
+2,945
New +$45K 0.02% 182