Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-37,131
Closed -$76.2K 3716
2023
Q4
$76.2K Sell
37,131
-54,875
-60% -$113K ﹤0.01% 3023
2023
Q3
$147K Sell
92,006
-1,901
-2% -$3.04K ﹤0.01% 2761
2023
Q2
$198K Buy
93,907
+667
+0.7% +$1.41K ﹤0.01% 2848
2023
Q1
$190K Buy
93,240
+77,548
+494% +$158K ﹤0.01% 2775
2022
Q4
$26.4K Hold
15,692
﹤0.01% 3195
2022
Q3
$44 Sell
15,692
-97
-0.6% ﹤0.01% 3166
2022
Q2
$46 Buy
15,789
+97
+0.6% ﹤0.01% 3193
2022
Q1
$138K Buy
15,692
+500
+3% +$4.4K ﹤0.01% 3095
2021
Q4
$159K Sell
15,192
-94
-0.6% -$984 ﹤0.01% 2948
2021
Q3
$203K Sell
15,286
-123
-0.8% -$1.63K ﹤0.01% 3128
2021
Q2
$376K Buy
15,409
+201
+1% +$4.91K ﹤0.01% 2847
2021
Q1
$484K Sell
15,208
-1,059
-7% -$33.7K ﹤0.01% 2325
2020
Q4
$222K Hold
16,267
﹤0.01% 2731
2020
Q3
$71K Buy
16,267
+13,333
+454% +$58.2K ﹤0.01% 2875
2020
Q2
$8K Buy
2,934
+417
+17% +$1.14K ﹤0.01% 3905
2020
Q1
$8K Buy
2,517
+150
+6% +$477 ﹤0.01% 3253
2019
Q4
$18K Buy
2,367
+866
+58% +$6.59K ﹤0.01% 3836
2019
Q3
$17K Sell
1,501
-1,019
-40% -$11.5K ﹤0.01% 3677
2019
Q2
$26K Buy
2,520
+49
+2% +$506 ﹤0.01% 3569
2019
Q1
$19K Buy
2,471
+731
+42% +$5.62K ﹤0.01% 3285
2018
Q4
$12K Sell
1,740
-1,133
-39% -$7.81K ﹤0.01% 3477
2018
Q3
$27K Hold
2,873
﹤0.01% 3285
2018
Q2
$24K Buy
+2,873
New +$24K ﹤0.01% 3347