Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1771
2023
Q4
Hold
0
1949
2023
Q3
Hold
0
1967
2021
Q4
Hold
0
2613
2021
Q3
Sell
-225
Closed -$39K 2708
2021
Q2
$39K Buy
225
+100
+80% +$17.3K ﹤0.01% 1327
2021
Q1
$19K Buy
+125
New +$19K ﹤0.01% 1485
2020
Q1
Sell
-5,419
Closed -$761K 2047
2019
Q4
$761K Buy
5,419
+4,821
+806% +$677K 0.05% 240
2019
Q3
$80K Sell
598
-3,533
-86% -$473K 0.01% 666
2019
Q2
$512K Sell
4,131
-4,397
-52% -$545K 0.05% 251
2019
Q1
$1.01M Buy
+8,528
New +$1.01M 0.1% 150
2018
Q4
Sell
-1,917
Closed -$238K 2177
2018
Q3
$238K Buy
+1,917
New +$238K 0.02% 523
2018
Q2
Hold
0
2254
2018
Q1
Sell
-601
Closed -$76K 2457
2017
Q4
$76K Buy
+601
New +$76K ﹤0.01% 946
2017
Q3
Hold
0
3088
2017
Q2
Sell
-8
Closed 3296
2017
Q1
$0 Buy
+8
New ﹤0.01% 3358
2016
Q4
Hold
0
3398
2016
Q3
Sell
-3,739
Closed -$373K 3354
2016
Q2
$373K Buy
3,739
+2,741
+275% +$273K 0.02% 476
2016
Q1
$106K Buy
+998
New +$106K 0.01% 911
2015
Q4
Hold
0
3281