Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1122
2023
Q4
Sell
-231
Closed -$21K 1474
2023
Q3
$21K Buy
231
+218
+1,677% +$19.8K ﹤0.01% 863
2023
Q2
$1K Sell
13
-400
-97% -$30.8K ﹤0.01% 1283
2023
Q1
$33K Sell
413
-1,122
-73% -$89.7K ﹤0.01% 731
2022
Q4
$114K Buy
+1,535
New +$114K 0.01% 577
2022
Q3
Sell
-5,885
Closed -$470K 2026
2022
Q2
$470K Buy
5,885
+4,285
+268% +$342K 0.03% 270
2022
Q1
$180K Buy
+1,600
New +$180K 0.01% 627
2021
Q3
Hold
0
2232
2021
Q2
Hold
0
2253
2020
Q4
Sell
-600
Closed -$51K 1909
2020
Q3
$51K Buy
+600
New +$51K ﹤0.01% 877
2020
Q2
Sell
-5,850
Closed -$444K 1675
2020
Q1
$444K Sell
5,850
-2,257
-28% -$171K 0.02% 281
2019
Q4
$608K Sell
8,107
-3,354
-29% -$252K 0.04% 272
2019
Q3
$654K Buy
11,461
+6,104
+114% +$348K 0.06% 211
2019
Q2
$301K Sell
5,357
-12,652
-70% -$711K 0.03% 359
2019
Q1
$977K Buy
18,009
+16,634
+1,210% +$902K 0.1% 152
2018
Q4
$70K Sell
1,375
-4,140
-75% -$211K 0.01% 744
2018
Q3
$395K Sell
5,515
-19,999
-78% -$1.43M 0.03% 409
2018
Q2
$1.77M Buy
25,514
+24,414
+2,219% +$1.69M 0.14% 124
2018
Q1
$72K Sell
1,100
-2,200
-67% -$144K 0.01% 849
2017
Q4
$238K Buy
3,300
+2,400
+267% +$173K 0.01% 567
2017
Q3
$53K Sell
900
-260
-22% -$15.3K ﹤0.01% 1238
2017
Q2
$75K Sell
1,160
-837
-42% -$54.1K ﹤0.01% 1303
2017
Q1
$135K Sell
1,997
-2,018
-50% -$136K 0.01% 1006
2016
Q4
$257K Sell
4,015
-4,603
-53% -$295K 0.01% 747
2016
Q3
$569K Buy
+8,618
New +$569K 0.03% 354
2016
Q2
Sell
-2,012
Closed -$147K 2936
2016
Q1
$147K Sell
2,012
-33,245
-94% -$2.43M 0.01% 740
2015
Q4
$2.46M Buy
+35,257
New +$2.46M 0.14% 94