Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1661
2023
Q4
Hold
0
1856
2023
Q1
Sell
-46
Closed -$4K 2072
2022
Q4
$4K Sell
46
-154
-77% -$13.4K ﹤0.01% 1474
2022
Q3
$16K Buy
+200
New +$16K ﹤0.01% 1245
2021
Q4
Hold
0
2527
2021
Q3
Hold
0
2634
2021
Q1
Sell
-7,600
Closed -$990K 2567
2020
Q4
$990K Buy
+7,600
New +$990K 0.05% 226
2020
Q3
Sell
-1,700
Closed -$238K 2193
2020
Q2
$238K Buy
+1,700
New +$238K 0.02% 402
2019
Q2
Sell
-91
Closed -$10K 2106
2019
Q1
$10K Sell
91
-855
-90% -$94K ﹤0.01% 1197
2018
Q4
$94K Buy
+946
New +$94K 0.01% 632
2018
Q3
Sell
-17
Closed -$1K 2099
2018
Q2
$1K Sell
17
-21,038
-100% -$1.24M ﹤0.01% 1585
2018
Q1
$2.21M Buy
21,055
+20,759
+7,013% +$2.18M 0.19% 76
2017
Q4
$33K Sell
296
-1,892
-86% -$211K ﹤0.01% 1244
2017
Q3
$239K Sell
2,188
-300
-12% -$32.8K 0.01% 682
2017
Q2
$260K Buy
+2,488
New +$260K 0.01% 754
2017
Q1
Sell
-63
Closed -$5K 3278
2016
Q4
$5K Buy
+63
New +$5K ﹤0.01% 2489
2016
Q3
Sell
-15,859
Closed -$1.19M 3279
2016
Q2
$1.19M Buy
15,859
+14,216
+865% +$1.07M 0.06% 166
2016
Q1
$132K Buy
1,643
+482
+42% +$38.7K 0.01% 786
2015
Q4
$91K Buy
+1,161
New +$91K 0.01% 1099