Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$108K Buy
30,581
+8,484
+38% +$30K ﹤0.01% 2301
2023
Q4
$75.6K Sell
22,097
-12,392
-36% -$42.4K ﹤0.01% 1720
2023
Q3
$129K Buy
34,489
+300
+0.9% +$1.12K ﹤0.01% 1579
2023
Q2
$142K Sell
34,189
-148
-0.4% -$616 ﹤0.01% 1541
2023
Q1
$169K Buy
34,337
+4,976
+17% +$24.4K ﹤0.01% 1515
2022
Q4
$136K Sell
29,361
-12,127
-29% -$56.3K ﹤0.01% 1487
2022
Q3
$177K Sell
41,488
-589
-1% -$2.51K ﹤0.01% 1158
2022
Q2
$194K Sell
42,077
-51,967
-55% -$240K ﹤0.01% 1251
2022
Q1
$513K Sell
94,044
-5,494
-6% -$30K 0.01% 868
2021
Q4
$619K Sell
99,538
-4,332
-4% -$26.9K 0.01% 801
2021
Q3
$566K Buy
103,870
+2,558
+3% +$13.9K 0.01% 834
2021
Q2
$539K Sell
101,312
-3,122
-3% -$16.6K 0.01% 793
2021
Q1
$414K Buy
104,434
+51,448
+97% +$204K 0.01% 819
2020
Q4
$207K Buy
52,986
+17,990
+51% +$70.3K 0.01% 975
2020
Q3
$137K Buy
34,996
+8,289
+31% +$32.4K 0.01% 908
2020
Q2
$118K Sell
26,707
-2,707
-9% -$12K 0.01% 869
2020
Q1
$91K Buy
29,414
+7,251
+33% +$22.4K ﹤0.01% 764
2019
Q4
$82K Sell
22,163
-1,911
-8% -$7.07K ﹤0.01% 895
2019
Q3
$125K Sell
24,074
-20,488
-46% -$106K 0.01% 856
2019
Q2
$227K Buy
44,562
+15,037
+51% +$76.6K 0.01% 812
2019
Q1
$168K Buy
29,525
+1,624
+6% +$9.24K 0.01% 816
2018
Q4
$162K Buy
+27,901
New +$162K 0.01% 783
2013
Q3
Sell
-12,815
Closed -$47K 463
2013
Q2
$47K Buy
+12,815
New +$47K 0.01% 381