Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1871
2023
Q4
Hold
0
2016
2023
Q3
Hold
0
2038
2023
Q2
Sell
-146
Closed -$4K 2029
2023
Q1
$4K Sell
146
-55
-27% -$1.51K ﹤0.01% 1175
2022
Q4
$6K Buy
+201
New +$6K ﹤0.01% 1404
2021
Q4
Hold
0
2680
2021
Q3
Sell
-1,647
Closed -$82K 2788
2021
Q2
$82K Sell
1,647
-5,000
-75% -$249K ﹤0.01% 1060
2021
Q1
$319K Buy
6,647
+5,206
+361% +$250K 0.02% 515
2020
Q4
$47K Buy
1,441
+1,321
+1,101% +$43.1K ﹤0.01% 1025
2020
Q3
$4K Buy
+120
New +$4K ﹤0.01% 1487
2019
Q4
Sell
-3,484
Closed -$262K 2195
2019
Q3
$262K Buy
3,484
+1,200
+53% +$90.2K 0.02% 364
2019
Q2
$184K Buy
+2,284
New +$184K 0.02% 498
2019
Q1
Hold
0
2250
2018
Q4
Sell
-1,150
Closed -$73K 2236
2018
Q3
$73K Buy
1,150
+900
+360% +$57.1K 0.01% 832
2018
Q2
$16K Sell
250
-199
-44% -$12.7K ﹤0.01% 1189
2018
Q1
$29K Buy
449
+444
+8,880% +$28.7K ﹤0.01% 1095
2017
Q4
$0 Sell
5
-1,426
-100% ﹤0.01% 2890
2017
Q3
$92K Sell
1,431
-3,286
-70% -$211K ﹤0.01% 1031
2017
Q2
$312K Sell
4,717
-1,361
-22% -$90K 0.01% 681
2017
Q1
$387K Buy
6,078
+5,564
+1,082% +$354K 0.02% 563
2016
Q4
$34K Buy
+514
New +$34K ﹤0.01% 1679
2016
Q3
Hold
0
3415
2016
Q2
Sell
-902
Closed -$66K 3417
2016
Q1
$66K Buy
+902
New +$66K ﹤0.01% 1151
2015
Q4
Hold
0
3321