Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-497
Closed -$81K 193
2024
Q3
$81K Hold
497
0.01% 201
2024
Q2
$67.8K Sell
497
-100
-17% -$13.6K 0.01% 201
2024
Q1
$91.4K Hold
597
0.01% 184
2023
Q4
$85.1K Hold
597
0.01% 187
2023
Q3
$78.2K Sell
597
-75
-11% -$9.83K 0.01% 192
2023
Q2
$107K Hold
672
0.01% 173
2023
Q1
$106K Hold
672
0.01% 175
2022
Q4
$95K Sell
672
-42
-6% -$5.94K 0.01% 178
2022
Q3
$92K Sell
714
-30
-4% -$3.87K 0.01% 177
2022
Q2
$105K Hold
744
0.01% 176
2022
Q1
$103K Hold
744
0.01% 180
2021
Q4
$129K Sell
744
-20
-3% -$3.47K 0.02% 175
2021
Q3
$127K Sell
764
-25
-3% -$4.16K 0.02% 175
2021
Q2
$141K Sell
789
-8
-1% -$1.43K 0.02% 173
2021
Q1
$153K Sell
797
-10
-1% -$1.92K 0.02% 172
2020
Q4
$163K Hold
807
0.03% 159
2020
Q3
$170K Sell
807
-35
-4% -$7.37K 0.04% 154
2020
Q2
$184K Hold
842
0.04% 153
2020
Q1
$146K Buy
842
+75
+10% +$13K 0.03% 163
2019
Q4
$117K Sell
767
-125
-14% -$19.1K 0.02% 177
2019
Q3
$135K Hold
892
0.03% 174
2019
Q2
$137K Buy
892
+75
+9% +$11.5K 0.03% 180
2019
Q1
$131K Hold
817
0.03% 185
2018
Q4
$126K Hold
817
0.03% 174
2018
Q3
$123K Hold
817
0.03% 185
2018
Q2
$110K Hold
817
0.02% 179
2018
Q1
$109K Sell
817
-55
-6% -$7.34K 0.03% 182
2017
Q4
$130K Hold
872
0.03% 169
2017
Q3
$115K Hold
872
0.03% 173
2017
Q2
$117K Sell
872
-200
-19% -$26.8K 0.03% 181
2017
Q1
$145K Hold
1,072
0.04% 167
2016
Q4
$129K Hold
1,072
0.03% 171
2016
Q3
$134K Hold
1,072
0.03% 171
2016
Q2
$149K Sell
1,072
-360
-25% -$50K 0.04% 166
2016
Q1
$180K Hold
1,432
0.05% 156
2015
Q4
$181K Hold
1,432
0.05% 151
2015
Q3
$165K Sell
1,432
-50
-3% -$5.76K 0.05% 158
2015
Q2
$154K Buy
1,482
+922
+165% +$95.8K 0.04% 171
2015
Q1
$62K Sell
560
-10
-2% -$1.11K 0.02% 195
2014
Q4
$60K Sell
570
-75
-12% -$7.9K 0.02% 193
2014
Q3
$62K Sell
645
-105
-14% -$10.1K 0.02% 208
2014
Q2
$69K Hold
750
0.02% 207
2014
Q1
$66K Hold
750
0.02% 203
2013
Q4
$70K Hold
750
0.02% 194
2013
Q3
$61K Sell
750
-95
-11% -$7.73K 0.02% 191
2013
Q2
$70K Buy
+845
New +$70K 0.02% 171