Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17
Closed -$2K 1897
2023
Q4
$2K Sell
17
-534
-97% -$62.8K ﹤0.01% 1200
2023
Q3
$50K Sell
551
-693
-56% -$62.9K 0.01% 707
2023
Q2
$97K Buy
1,244
+410
+49% +$32K 0.01% 467
2023
Q1
$83K Sell
834
-1,042
-56% -$104K 0.01% 519
2022
Q4
$144K Buy
1,876
+1,033
+123% +$79.3K 0.01% 525
2022
Q3
$65K Sell
843
-192
-19% -$14.8K ﹤0.01% 814
2022
Q2
$67K Buy
1,035
+599
+137% +$38.8K ﹤0.01% 786
2022
Q1
$45K Buy
436
+36
+9% +$3.72K ﹤0.01% 1080
2021
Q4
$63K Sell
400
-40
-9% -$6.3K ﹤0.01% 1112
2021
Q3
$86K Buy
+440
New +$86K ﹤0.01% 1014
2021
Q2
Hold
0
2788
2021
Q1
Sell
-2,099
Closed -$524K 2742
2020
Q4
$524K Sell
2,099
-3,024
-59% -$755K 0.02% 333
2020
Q3
$1.31M Buy
5,123
+4,673
+1,038% +$1.19M 0.08% 146
2020
Q2
$115K Buy
+450
New +$115K 0.01% 604
2020
Q1
Sell
-693
Closed -$84K 2133
2019
Q4
$84K Buy
+693
New +$84K 0.01% 735
2019
Q3
Hold
0
2220
2019
Q2
Hold
0
2270
2019
Q1
Sell
-8,492
Closed -$767K 2268
2018
Q4
$767K Sell
8,492
-55
-0.6% -$4.97K 0.07% 169
2018
Q3
$1.02M Sell
8,547
-4,657
-35% -$557K 0.07% 197
2018
Q2
$1.32M Buy
13,204
+3,517
+36% +$353K 0.11% 162
2018
Q1
$770K Sell
9,687
-887
-8% -$70.5K 0.07% 217
2017
Q4
$608K Buy
10,574
+5,417
+105% +$311K 0.02% 340
2017
Q3
$370K Sell
5,157
-14,892
-74% -$1.07M 0.01% 538
2017
Q2
$1.4M Buy
20,049
+6,622
+49% +$461K 0.05% 232
2017
Q1
$911K Buy
13,427
+4,141
+45% +$281K 0.04% 322
2016
Q4
$413K Buy
9,286
+8,518
+1,109% +$379K 0.01% 539
2016
Q3
$33K Sell
768
-1,700
-69% -$73K ﹤0.01% 1625
2016
Q2
$74K Buy
+2,468
New +$74K ﹤0.01% 1174
2016
Q1
Sell
-300
Closed -$6K 3442
2015
Q4
$6K Buy
+300
New +$6K ﹤0.01% 2435