Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,122
Closed -$66.6K 187
2024
Q3
$66.6K Hold
2,122
0.01% 207
2024
Q2
$76.6K Hold
2,122
0.01% 196
2024
Q1
$80K Hold
2,122
0.01% 190
2023
Q4
$75.1K Hold
2,122
0.01% 192
2023
Q3
$82.2K Hold
2,122
0.01% 189
2023
Q2
$74.9K Hold
2,122
0.01% 185
2023
Q1
$80.5K Hold
2,122
0.01% 187
2022
Q4
$74K Hold
2,122
0.01% 190
2022
Q3
$61K Hold
2,122
0.01% 197
2022
Q2
$60K Hold
2,122
0.01% 200
2022
Q1
$62K Hold
2,122
0.01% 208
2021
Q4
$57K Sell
2,122
-200
-9% -$5.37K 0.01% 206
2021
Q3
$63K Buy
2,322
+200
+9% +$5.43K 0.01% 203
2021
Q2
$56K Hold
2,122
0.01% 207
2021
Q1
$52K Sell
2,122
-187
-8% -$4.58K 0.01% 209
2020
Q4
$47K Buy
2,309
+187
+9% +$3.81K 0.01% 201
2020
Q3
$37K Hold
2,122
0.01% 207
2020
Q2
$49K Hold
2,122
0.01% 205
2020
Q1
$52K Hold
2,122
0.01% 198
2019
Q4
$80K Hold
2,122
0.02% 191
2019
Q3
$81K Sell
2,122
-36
-2% -$1.37K 0.02% 197
2019
Q2
$88K Hold
2,158
0.02% 203
2019
Q1
$93K Sell
2,158
-31
-1% -$1.34K 0.02% 198
2018
Q4
$80K Sell
2,189
-33
-1% -$1.21K 0.02% 190
2018
Q3
$98K Sell
2,222
-33
-1% -$1.46K 0.02% 194
2018
Q2
$97K Sell
2,255
-29
-1% -$1.25K 0.02% 184
2018
Q1
$86K Sell
2,284
-34
-1% -$1.28K 0.02% 187
2017
Q4
$89K Sell
2,318
-35
-1% -$1.34K 0.02% 184
2017
Q3
$82K Sell
2,353
-41
-2% -$1.43K 0.02% 182
2017
Q2
$74K Buy
2,394
+227
+10% +$7.02K 0.02% 192
2017
Q1
$65K Sell
2,167
-39
-2% -$1.17K 0.02% 199
2016
Q4
$71K Sell
2,206
-40
-2% -$1.29K 0.02% 191
2016
Q3
$66K Hold
2,246
0.02% 197
2016
Q2
$67K Hold
2,246
0.02% 200
2016
Q1
$57K Sell
2,246
-3,014
-57% -$76.5K 0.02% 208
2015
Q4
$138K Buy
5,260
+2,212
+73% +$58K 0.04% 163
2015
Q3
$78K Hold
3,048
0.02% 185
2015
Q2
$102K Buy
3,048
+174
+6% +$5.82K 0.03% 181
2015
Q1
$93K Buy
2,874
+102
+4% +$3.3K 0.03% 177
2014
Q4
$88K Sell
2,772
-40
-1% -$1.27K 0.02% 179
2014
Q3
$101K Hold
2,812
0.03% 197
2014
Q2
$121K Hold
2,812
0.03% 190
2014
Q1
$111K Hold
2,812
0.03% 187
2013
Q4
$112K Hold
2,812
0.03% 179
2013
Q3
$97K Hold
2,812
0.03% 172
2013
Q2
$96K Buy
+2,812
New +$96K 0.03% 163