Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,100
Closed -$4K 1650
2023
Q3
$4K Sell
1,100
-200
-15% -$727 ﹤0.01% 1181
2023
Q2
$6K Sell
1,300
-53
-4% -$245 ﹤0.01% 1079
2023
Q1
$5K Sell
1,353
-3,408
-72% -$12.6K ﹤0.01% 1129
2022
Q4
$14K Sell
4,761
-5,092
-52% -$15K ﹤0.01% 1191
2022
Q3
$45K Sell
9,853
-2,784
-22% -$12.7K ﹤0.01% 918
2022
Q2
$58K Buy
12,637
+9,204
+268% +$42.2K ﹤0.01% 838
2022
Q1
$22K Sell
3,433
-6,949
-67% -$44.5K ﹤0.01% 1329
2021
Q4
$48K Sell
10,382
-217
-2% -$1K ﹤0.01% 1193
2021
Q3
$72K Sell
10,599
-9,192
-46% -$62.4K ﹤0.01% 1085
2021
Q2
$164K Buy
19,791
+240
+1% +$1.99K 0.01% 800
2021
Q1
$153K Sell
19,551
-5,112
-21% -$40K 0.01% 757
2020
Q4
$200K Buy
24,663
+18,376
+292% +$149K 0.01% 566
2020
Q3
$55K Sell
6,287
-3,656
-37% -$32K ﹤0.01% 854
2020
Q2
$22K Buy
9,943
+6,243
+169% +$13.8K ﹤0.01% 1068
2020
Q1
$6K Sell
3,700
-4,569
-55% -$7.41K ﹤0.01% 1186
2019
Q4
$38K Buy
8,269
+7,569
+1,081% +$34.8K ﹤0.01% 982
2019
Q3
$1K Sell
700
-3,729
-84% -$5.33K ﹤0.01% 1399
2019
Q2
$10K Buy
4,429
+229
+5% +$517 ﹤0.01% 1284
2019
Q1
$12K Sell
4,200
-3,100
-42% -$8.86K ﹤0.01% 1166
2018
Q4
$18K Buy
7,300
+3,800
+109% +$9.37K ﹤0.01% 1123
2018
Q3
$10K Sell
3,500
-11,000
-76% -$31.4K ﹤0.01% 1293
2018
Q2
$55K Buy
14,500
+1,900
+15% +$7.21K ﹤0.01% 877
2018
Q1
$67K Buy
+12,600
New +$67K 0.01% 870
2017
Q4
Sell
-414
Closed -$3K 2494
2017
Q3
$3K Sell
414
-1,530
-79% -$11.1K ﹤0.01% 2231
2017
Q2
$17K Sell
1,944
-6,039
-76% -$52.8K ﹤0.01% 1927
2017
Q1
$91K Buy
+7,983
New +$91K ﹤0.01% 1195
2016
Q4
Hold
0
3160
2016
Q3
Sell
-3,484
Closed -$56K 3089
2016
Q2
$56K Sell
3,484
-3,896
-53% -$62.6K ﹤0.01% 1319
2016
Q1
$80K Sell
7,380
-1,462
-17% -$15.8K 0.01% 1044
2015
Q4
$110K Buy
+8,842
New +$110K 0.01% 987