Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$0 Sell
31
-1,900
-98% ﹤0.01% 1921
2023
Q4
$11K Sell
1,931
-1,058
-35% -$6.03K ﹤0.01% 982
2023
Q3
$18K Buy
2,989
+1,942
+185% +$11.7K ﹤0.01% 912
2023
Q2
$11K Buy
+1,047
New +$11K ﹤0.01% 968
2023
Q1
Sell
-2,486
Closed -$16K 2302
2022
Q4
$16K Sell
2,486
-230
-8% -$1.48K ﹤0.01% 1170
2022
Q3
$12K Buy
2,716
+2,099
+340% +$9.27K ﹤0.01% 1339
2022
Q2
$2K Buy
617
+599
+3,328% +$1.94K ﹤0.01% 1739
2022
Q1
$0 Sell
18
-1,803
-99% ﹤0.01% 2674
2021
Q4
$18K Sell
1,821
-8,851
-83% -$87.5K ﹤0.01% 1512
2021
Q3
$128K Buy
10,672
+1,494
+16% +$17.9K 0.01% 865
2021
Q2
$131K Sell
9,178
-2,356
-20% -$33.6K 0.01% 882
2021
Q1
$167K Buy
11,534
+6,537
+131% +$94.6K 0.01% 731
2020
Q4
$78K Sell
4,997
-1,487
-23% -$23.2K ﹤0.01% 865
2020
Q3
$98K Sell
6,484
-1,067
-14% -$16.1K 0.01% 680
2020
Q2
$125K Buy
+7,551
New +$125K 0.01% 578
2020
Q1
Sell
-2,416
Closed -$34K 2154
2019
Q4
$34K Buy
+2,416
New +$34K ﹤0.01% 1014
2019
Q3
Sell
-1,579
Closed -$31K 2247
2019
Q2
$31K Sell
1,579
-7,345
-82% -$144K ﹤0.01% 1058
2019
Q1
$195K Buy
8,924
+2,661
+42% +$58.1K 0.02% 456
2018
Q4
$93K Sell
6,263
-1,976
-24% -$29.3K 0.01% 639
2018
Q3
$190K Buy
8,239
+7,339
+815% +$169K 0.01% 571
2018
Q2
$17K Sell
900
-3,963
-81% -$74.9K ﹤0.01% 1177
2018
Q1
$61K Buy
4,863
+3,863
+386% +$48.5K 0.01% 894
2017
Q4
$12K Buy
+1,000
New +$12K ﹤0.01% 1563
2017
Q3
Sell
-400
Closed -$5K 3182
2017
Q2
$5K Buy
+400
New +$5K ﹤0.01% 2411