Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-249
Closed -$22.7K 326
2023
Q4
$22.7K Buy
+249
New +$22.7K 0.02% 154
2022
Q1
Sell
-1,704
Closed -$253K 105
2021
Q4
$253K Sell
1,704
-120
-7% -$17.8K 0.1% 101
2021
Q3
$268K Hold
1,824
0.11% 100
2021
Q2
$303K Hold
1,824
0.13% 102
2021
Q1
$294K Hold
1,824
0.15% 97
2020
Q4
$267K Sell
1,824
-60
-3% -$8.78K 0.15% 98
2020
Q3
$252K Sell
1,884
-239
-11% -$32K 0.17% 95
2020
Q2
$277K Hold
2,123
0.28% 82
2020
Q1
$242K Sell
2,123
-3,391
-61% -$387K 0.26% 87
2019
Q4
$813K Sell
5,514
-317
-5% -$46.7K 0.72% 52
2019
Q3
$801K Sell
5,831
-466
-7% -$64K 0.8% 49
2019
Q2
$913K Sell
6,297
-90
-1% -$13K 0.96% 41
2019
Q1
$1.11M Sell
6,387
-179
-3% -$31.1K 1.2% 30
2018
Q4
$1.05M Buy
+6,566
New +$1.05M 1.3% 30