Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-84
Closed -$2.4K 1414
2024
Q2
$2.4K Sell
84
-740
-90% -$21.1K ﹤0.01% 1044
2024
Q1
$22.4K Sell
824
-89
-10% -$2.42K ﹤0.01% 901
2023
Q4
$28.9K Sell
913
-56
-6% -$1.77K ﹤0.01% 854
2023
Q3
$32.3K Buy
969
+56
+6% +$1.87K ﹤0.01% 804
2023
Q2
$26.7K Sell
913
-473
-34% -$13.8K ﹤0.01% 847
2023
Q1
$39.4K Buy
+1,386
New +$39.4K ﹤0.01% 860
2021
Q4
Sell
-29,234
Closed -$746K 986
2021
Q3
$746K Buy
+29,234
New +$746K 0.01% 634
2019
Q3
Sell
-28,826
Closed -$570K 911
2019
Q2
$570K Buy
28,826
+134
+0.5% +$2.65K 0.01% 637
2019
Q1
$630K Buy
28,692
+27,000
+1,596% +$593K 0.02% 613
2018
Q4
$35K Buy
+1,692
New +$35K ﹤0.01% 869
2014
Q4
Sell
-8,778
Closed -$238K 712
2014
Q3
$238K Buy
8,778
+311
+4% +$8.43K 0.01% 767
2014
Q2
$261K Sell
8,467
-1,516
-15% -$46.7K 0.01% 806
2014
Q1
$282K Buy
9,983
+7
+0.1% +$198 0.01% 768
2013
Q4
$240K Sell
9,976
-2,604
-21% -$62.6K 0.01% 798
2013
Q3
$285K Buy
12,580
+12
+0.1% +$272 0.01% 712
2013
Q2
$260K Buy
+12,568
New +$260K 0.01% 715