Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-79,327
Closed -$1.27M 270
2023
Q2
$1.27M Sell
79,327
-7,550
-9% -$120K 0.04% 153
2023
Q1
$1.67M Buy
86,877
+7,300
+9% +$141K 0.06% 148
2022
Q4
$1.47M Sell
79,577
-1,180
-1% -$21.7K 0.05% 145
2022
Q3
$1.24M Buy
80,757
+880
+1% +$13.5K 0.05% 149
2022
Q2
$1.67M Sell
79,877
-29,447
-27% -$617K 0.06% 137
2022
Q1
$1.95M Buy
109,324
+397
+0.4% +$7.09K 0.06% 145
2021
Q4
$2.02M Sell
108,927
-189,761
-64% -$3.53M 0.06% 145
2021
Q3
$6.09M Buy
298,688
+1,225
+0.4% +$25K 0.19% 112
2021
Q2
$6.47M Sell
297,463
-99,491
-25% -$2.16M 0.19% 109
2021
Q1
$9.08M Buy
396,954
+368,942
+1,317% +$8.43M 0.28% 92
2020
Q4
$608K Sell
28,012
-14,229
-34% -$309K 0.02% 196
2020
Q3
$910K Sell
42,241
-5,627
-12% -$121K 0.03% 159
2020
Q2
$1.09M Buy
47,868
+3,774
+9% +$86.2K 0.04% 139
2020
Q1
$971K Sell
44,094
-253,897
-85% -$5.59M 0.05% 144
2019
Q4
$8.8M Sell
297,991
-435,265
-59% -$12.8M 0.31% 83
2019
Q3
$21M Buy
733,256
+687,950
+1,518% +$19.7M 0.8% 43
2019
Q2
$1.15M Hold
45,306
0.04% 150
2019
Q1
$1.07M Hold
45,306
0.04% 152
2018
Q4
$977K Buy
45,306
+119
+0.3% +$2.57K 0.04% 152
2018
Q3
$1.15M Sell
45,187
-1,828
-4% -$46.4K 0.04% 160
2018
Q2
$1.14M Sell
47,015
-2,632
-5% -$63.8K 0.04% 158
2018
Q1
$1.34M Hold
49,647
0.05% 147
2017
Q4
$1.46M Sell
49,647
-1,650
-3% -$48.5K 0.05% 150
2017
Q3
$1.52M Hold
51,297
0.05% 150
2017
Q2
$1.46M Buy
51,297
+1,402
+3% +$40K 0.05% 150
2017
Q1
$1.57M Sell
49,895
-1,589
-3% -$49.9K 0.06% 154
2016
Q4
$1.65M Sell
51,484
-957
-2% -$30.7K 0.06% 144
2016
Q3
$1.61M Buy
52,441
+2,281
+5% +$69.9K 0.06% 147
2016
Q2
$1.64M Hold
50,160
0.06% 148
2016
Q1
$1.48M Hold
50,160
0.05% 150
2015
Q4
$1.3M Hold
50,160
0.04% 154
2015
Q3
$1.23M Buy
50,160
+17,566
+54% +$432K 0.04% 161
2015
Q2
$874K Hold
32,594
0.02% 183
2015
Q1
$804K Sell
32,594
-2,090
-6% -$51.6K 0.02% 179
2014
Q4
$880K Buy
34,684
+543
+2% +$13.8K 0.03% 174
2014
Q3
$909K Hold
34,141
0.03% 179
2014
Q2
$912K Hold
34,141
0.03% 180
2014
Q1
$904K Buy
+34,141
New +$904K 0.03% 183