Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1437
2023
Q4
Hold
0
1684
2023
Q3
Sell
-1,696
Closed -$14K 1755
2023
Q2
$14K Buy
1,696
+1,176
+226% +$9.71K ﹤0.01% 900
2023
Q1
$4K Sell
520
-6,991
-93% -$53.8K ﹤0.01% 1165
2022
Q4
$96K Buy
7,511
+6,767
+910% +$86.5K 0.01% 624
2022
Q3
$6K Sell
744
-1,749
-70% -$14.1K ﹤0.01% 1505
2022
Q2
$30K Sell
2,493
-2,167
-47% -$26.1K ﹤0.01% 1050
2022
Q1
$71K Sell
4,660
-16,805
-78% -$256K ﹤0.01% 922
2021
Q4
$338K Buy
21,465
+10,187
+90% +$160K 0.01% 509
2021
Q3
$144K Buy
+11,278
New +$144K 0.01% 811
2021
Q2
Sell
-1,604
Closed -$15K 2486
2021
Q1
$15K Buy
1,604
+895
+126% +$8.37K ﹤0.01% 1531
2020
Q4
$4K Buy
+709
New +$4K ﹤0.01% 1592
2018
Q2
Hold
0
2029
2018
Q1
Sell
-800
Closed -$5K 2200
2017
Q4
$5K Buy
800
+300
+60% +$1.88K ﹤0.01% 1797
2017
Q3
$4K Sell
500
-322
-39% -$2.58K ﹤0.01% 2170
2017
Q2
$7K Sell
822
-120
-13% -$1.02K ﹤0.01% 2286
2017
Q1
$7K Buy
+942
New +$7K ﹤0.01% 2286
2016
Q4
Sell
-9,182
Closed -$71K 3182
2016
Q3
$71K Buy
9,182
+1,960
+27% +$15.2K ﹤0.01% 1262
2016
Q2
$49K Buy
+7,222
New +$49K ﹤0.01% 1378
2016
Q1
Sell
-6,988
Closed -$45K 3134
2015
Q4
$45K Buy
+6,988
New +$45K ﹤0.01% 1461