Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1974
2023
Q4
Hold
0
2107
2023
Q3
Sell
-105
Closed -$12K 2120
2023
Q2
$12K Sell
105
-7
-6% -$800 ﹤0.01% 951
2023
Q1
$22K Sell
112
-30
-21% -$5.89K ﹤0.01% 831
2022
Q4
$26K Sell
142
-244
-63% -$44.7K ﹤0.01% 1022
2022
Q3
$72K Buy
386
+249
+182% +$46.4K ﹤0.01% 776
2022
Q2
$43K Buy
137
+70
+104% +$22K ﹤0.01% 926
2022
Q1
$26K Buy
67
+66
+6,600% +$25.6K ﹤0.01% 1274
2021
Q4
$0 Sell
1
-1
-50% ﹤0.01% 2785
2021
Q3
$2K Buy
+2
New +$2K ﹤0.01% 1980
2021
Q2
Sell
-131
Closed -$149K 2851
2021
Q1
$149K Buy
131
+111
+555% +$126K 0.01% 764
2020
Q4
$23K Sell
20
-39
-66% -$44.9K ﹤0.01% 1247
2020
Q3
$59K Sell
59
-110
-65% -$110K ﹤0.01% 839
2020
Q2
$192K Buy
169
+119
+238% +$135K 0.01% 457
2020
Q1
$32K Sell
50
-180
-78% -$115K ﹤0.01% 896
2019
Q4
$165K Sell
230
-485
-68% -$348K 0.01% 561
2019
Q3
$349K Buy
715
+675
+1,688% +$329K 0.03% 305
2019
Q2
$44K Sell
40
-96
-71% -$106K ﹤0.01% 954
2019
Q1
$289K Buy
136
+116
+580% +$247K 0.03% 360
2018
Q4
$29K Sell
20
-30
-60% -$43.5K ﹤0.01% 987
2018
Q3
$112K Buy
50
+37
+285% +$82.9K 0.01% 715
2018
Q2
$32K Buy
13
+3
+30% +$7.39K ﹤0.01% 1008
2018
Q1
$24K Buy
10
+7
+233% +$16.8K ﹤0.01% 1142
2017
Q4
$6K Sell
3
-7
-70% -$14K ﹤0.01% 1769
2017
Q3
$16K Sell
10
-313
-97% -$501K ﹤0.01% 1723
2017
Q2
$454K Sell
323
-524
-62% -$737K 0.02% 529
2017
Q1
$1.01M Buy
847
+710
+518% +$844K 0.04% 296
2016
Q4
$124K Buy
137
+98
+251% +$88.7K ﹤0.01% 1090
2016
Q3
$44K Sell
39
-69
-64% -$77.8K ﹤0.01% 1484
2016
Q2
$95K Buy
+108
New +$95K ﹤0.01% 1038
2016
Q1
Sell
-3
Closed -$2K 3499
2015
Q4
$2K Buy
+3
New +$2K ﹤0.01% 2720