Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$17K Sell
1,117
-2,283
-67% -$34.7K 0.01% 546
2023
Q4
$63K Sell
3,400
-242
-7% -$4.48K 0.01% 607
2023
Q3
$64K Buy
3,642
+230
+7% +$4.04K 0.01% 650
2023
Q2
$65K Sell
3,412
-7,952
-70% -$151K 0.01% 562
2023
Q1
$260K Sell
11,364
-14,891
-57% -$341K 0.03% 311
2022
Q4
$724K Buy
26,255
+20,748
+377% +$572K 0.06% 218
2022
Q3
$164K Buy
5,507
+5,423
+6,456% +$161K 0.01% 521
2022
Q2
$3K Sell
84
-1,425
-94% -$50.9K ﹤0.01% 1661
2022
Q1
$85K Sell
1,509
-83
-5% -$4.68K ﹤0.01% 861
2021
Q4
$116K Buy
+1,592
New +$116K ﹤0.01% 888
2021
Q3
Sell
-6,566
Closed -$538K 2766
2021
Q2
$538K Buy
6,566
+2,430
+59% +$199K 0.03% 420
2021
Q1
$330K Sell
4,136
-2,214
-35% -$177K 0.02% 508
2020
Q4
$542K Sell
6,350
-10,916
-63% -$932K 0.03% 328
2020
Q3
$1.21M Sell
17,266
-2,931
-15% -$206K 0.07% 163
2020
Q2
$1.23M Buy
20,197
+19,597
+3,266% +$1.19M 0.08% 151
2020
Q1
$32K Sell
600
-14,172
-96% -$756K ﹤0.01% 894
2019
Q4
$1.47M Sell
14,772
-360
-2% -$35.9K 0.09% 156
2019
Q3
$1.35M Buy
15,132
+11,172
+282% +$994K 0.12% 104
2019
Q2
$345K Buy
3,960
+1,119
+39% +$97.5K 0.03% 331
2019
Q1
$232K Sell
2,841
-311
-10% -$25.4K 0.02% 408
2018
Q4
$211K Sell
3,152
-19,988
-86% -$1.34M 0.02% 385
2018
Q3
$2.04M Buy
23,140
+14,827
+178% +$1.3M 0.14% 110
2018
Q2
$638K Sell
8,313
-23,725
-74% -$1.82M 0.05% 287
2018
Q1
$2.24M Buy
+32,038
New +$2.24M 0.19% 75
2017
Q4
Sell
-6,661
Closed -$398K 2874
2017
Q3
$398K Buy
6,661
+5,326
+399% +$318K 0.01% 514
2017
Q2
$72K Buy
+1,335
New +$72K ﹤0.01% 1322
2017
Q1
Sell
-49,273
Closed -$2.48M 3404
2016
Q4
$2.48M Buy
49,273
+48,954
+15,346% +$2.46M 0.09% 128
2016
Q3
$16K Sell
319
-6,961
-96% -$349K ﹤0.01% 1930
2016
Q2
$421K Sell
7,280
-4,804
-40% -$278K 0.02% 434
2016
Q1
$736K Buy
12,084
+11,896
+6,328% +$725K 0.05% 229
2015
Q4
$11K Buy
+188
New +$11K ﹤0.01% 2142