Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-120
Closed -$32.8K 539
2024
Q3
$32.8K Buy
120
+1
+0.8% +$273 0.01% 347
2024
Q2
$35.7K Hold
119
0.01% 339
2024
Q1
$34.4K Sell
119
-134
-53% -$38.7K 0.01% 337
2023
Q4
$64K Buy
253
+1
+0.4% +$253 0.01% 292
2023
Q3
$66.9K Hold
252
0.02% 291
2023
Q2
$62.4K Buy
252
+1
+0.4% +$248 0.01% 287
2023
Q1
$57.4K Buy
251
+1
+0.4% +$229 0.01% 286
2022
Q4
$43.4K Hold
250
0.01% 310
2022
Q3
$37K Sell
250
-19
-7% -$2.81K 0.01% 316
2022
Q2
$61K Hold
269
0.01% 294
2022
Q1
$62K Hold
269
0.01% 306
2021
Q4
$69K Buy
269
+1
+0.4% +$257 0.01% 315
2021
Q3
$59K Buy
268
+20
+8% +$4.4K 0.01% 322
2021
Q2
$74K Buy
248
+1
+0.4% +$298 0.01% 306
2021
Q1
$70K Hold
247
0.01% 313
2020
Q4
$64K Sell
247
-91
-27% -$23.6K 0.01% 317
2020
Q3
$85K Buy
338
+1
+0.3% +$251 0.02% 282
2020
Q2
$47K Buy
337
+1
+0.3% +$139 0.01% 326
2020
Q1
$41K Buy
336
+1
+0.3% +$122 0.01% 337
2019
Q4
$51K Buy
+335
New +$51K 0.01% 350
2019
Q3
Sell
-333
Closed -$55K 334
2019
Q2
$55K Sell
333
-52
-14% -$8.59K 0.01% 355
2019
Q1
$70K Buy
385
+1
+0.3% +$182 0.02% 338
2018
Q4
$62K Buy
384
+1
+0.3% +$161 0.02% 337
2018
Q3
$92K Buy
383
+1
+0.3% +$240 0.02% 323
2018
Q2
$87K Hold
382
0.02% 331
2018
Q1
$92K Buy
382
+1
+0.3% +$241 0.02% 325
2017
Q4
$95K Hold
381
0.02% 334
2017
Q3
$86K Buy
381
+1
+0.3% +$226 0.03% 334
2017
Q2
$83K Hold
380
0.03% 340
2017
Q1
$74K Buy
380
+133
+54% +$25.9K 0.02% 357
2016
Q4
$46K Buy
247
+1
+0.4% +$186 0.02% 389
2016
Q3
$43K Hold
246
0.01% 375
2016
Q2
$37K Hold
246
0.01% 388
2016
Q1
$40K Buy
246
+5
+2% +$813 0.01% 378
2015
Q4
$36K Hold
241
0.01% 387
2015
Q3
$35K Buy
241
+1
+0.4% +$145 0.01% 393
2015
Q2
$41K Hold
240
0.01% 395
2015
Q1
$40K Hold
240
0.01% 408
2014
Q4
$42K Hold
240
0.01% 400
2014
Q3
$39K Hold
240
0.01% 404
2014
Q2
$36K Hold
240
0.01% 419
2014
Q1
$32K Hold
240
0.01% 413
2013
Q4
$34K Buy
240
+1
+0.4% +$142 0.01% 397
2013
Q3
$27K Hold
239
0.01% 399
2013
Q2
$24K Buy
+239
New +$24K 0.01% 412