Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-225
Closed -$19.1K 1188
2024
Q1
$19.1K Buy
225
+100
+80% +$8.49K ﹤0.01% 913
2023
Q4
$8.65K Buy
+125
New +$8.65K ﹤0.01% 963
2023
Q2
Sell
-119
Closed -$6.05K 1098
2023
Q1
$6.05K Buy
+119
New +$6.05K ﹤0.01% 1031
2022
Q1
Sell
-4,754
Closed -$251K 977
2021
Q4
$251K Buy
+4,754
New +$251K ﹤0.01% 880
2021
Q1
$266K Buy
5,660
+339
+6% +$15.9K ﹤0.01% 813
2020
Q4
$227K Buy
+5,321
New +$227K ﹤0.01% 839
2019
Q1
Sell
-9,307
Closed -$245K 908
2018
Q4
$245K Sell
9,307
-27
-0.3% -$711 0.01% 775
2018
Q3
$306K Sell
9,334
-60
-0.6% -$1.97K 0.01% 786
2018
Q2
$332K Buy
9,394
+465
+5% +$16.4K 0.01% 779
2018
Q1
$304K Buy
8,929
+1,573
+21% +$53.6K 0.01% 767
2017
Q4
$266K Buy
7,356
+915
+14% +$33.1K 0.01% 808
2017
Q3
$244K Sell
6,441
-95
-1% -$3.6K 0.01% 833
2017
Q2
$232K Buy
6,536
+83
+1% +$2.95K 0.01% 804
2017
Q1
$227K Sell
6,453
-498
-7% -$17.5K 0.01% 818
2016
Q4
$238K Buy
6,951
+889
+15% +$30.4K 0.01% 792
2016
Q3
$202K Buy
+6,062
New +$202K 0.01% 842
2014
Q4
Sell
-12,568
Closed -$287K 698
2014
Q3
$287K Buy
12,568
+3,072
+32% +$70.2K 0.01% 712
2014
Q2
$245K Sell
9,496
-226
-2% -$5.83K 0.01% 833
2014
Q1
$274K Buy
9,722
+696
+8% +$19.6K 0.01% 772
2013
Q4
$230K Buy
9,026
+37
+0.4% +$943 0.01% 810
2013
Q3
$217K Buy
+8,989
New +$217K 0.01% 759