Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,452
Closed -$50.5K 207
2024
Q3
$50.5K Buy
1,452
+8
+0.6% +$278 0.01% 233
2024
Q2
$46.7K Buy
1,444
+18
+1% +$583 0.01% 238
2024
Q1
$48.4K Buy
1,426
+10
+0.7% +$340 0.01% 237
2023
Q4
$55.8K Sell
1,416
-82
-5% -$3.23K 0.02% 212
2023
Q3
$57.2K Sell
1,498
-26
-2% -$993 0.02% 205
2023
Q2
$69.5K Buy
1,524
+203
+15% +$9.26K 0.02% 184
2023
Q1
$59.2K Buy
1,321
+20
+2% +$896 0.02% 190
2022
Q4
$57.2K Buy
1,301
+119
+10% +$5.23K 0.02% 183
2022
Q3
$50K Sell
1,182
-103
-8% -$4.36K 0.02% 193
2022
Q2
$63K Sell
1,285
-33
-3% -$1.62K 0.02% 174
2022
Q1
$73K Sell
1,318
-417
-24% -$23.1K 0.02% 169
2021
Q4
$90K Sell
1,735
-298
-15% -$15.5K 0.03% 172
2021
Q3
$102K Sell
2,033
-345
-15% -$17.3K 0.03% 161
2021
Q2
$117K Sell
2,378
-3,541
-60% -$174K 0.04% 165
2021
Q1
$267K Sell
5,919
-4,940
-45% -$223K 0.09% 129
2020
Q4
$465K Sell
10,859
-443
-4% -$19K 0.18% 79
2020
Q3
$469K Sell
11,302
-387
-3% -$16.1K 0.19% 74
2020
Q2
$496K Buy
11,689
+373
+3% +$15.8K 0.23% 64
2020
Q1
$462K Sell
11,316
-365
-3% -$14.9K 0.25% 62
2019
Q4
$541K Sell
11,681
-381
-3% -$17.6K 0.23% 73
2019
Q3
$584K Sell
12,062
-449
-4% -$21.7K 0.28% 65
2019
Q2
$569K Sell
12,511
-789
-6% -$35.9K 0.27% 76
2019
Q1
$590K Sell
13,300
-448
-3% -$19.9K 0.3% 72
2018
Q4
$543K Buy
+13,748
New +$543K 0.31% 73