Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-349
Closed -$4.63K 493
2024
Q1
$4.63K Sell
349
-250
-42% -$3.32K ﹤0.01% 420
2023
Q4
$7.3K Buy
+599
New +$7.3K ﹤0.01% 325
2021
Q1
Sell
-1,000
Closed -$9K 353
2020
Q4
$9K Buy
+1,000
New +$9K 0.01% 300
2020
Q1
Sell
-400
Closed -$4K 344
2019
Q4
$4K Hold
400
﹤0.01% 347
2019
Q3
$4K Hold
400
﹤0.01% 351
2019
Q2
$4K Hold
400
﹤0.01% 296
2019
Q1
$4K Sell
400
-1,220
-75% -$12.2K ﹤0.01% 302
2018
Q4
$12K Sell
1,620
-435
-21% -$3.22K 0.01% 277
2018
Q3
$19K Sell
2,055
-415
-17% -$3.84K 0.01% 273
2018
Q2
$27K Sell
2,470
-349
-12% -$3.82K 0.02% 260
2018
Q1
$31K Hold
2,819
0.02% 253
2017
Q4
$35K Hold
2,819
0.02% 250
2017
Q3
$34K Hold
2,819
0.02% 261
2017
Q2
$32K Sell
2,819
-266
-9% -$3.02K 0.02% 258
2017
Q1
$36K Sell
3,085
-551
-15% -$6.43K 0.02% 253
2016
Q4
$44K Sell
3,636
-7,584
-68% -$91.8K 0.03% 230
2016
Q3
$136K Sell
11,220
-1,843
-14% -$22.3K 0.08% 136
2016
Q2
$164K Sell
13,063
-17,030
-57% -$214K 0.1% 133
2016
Q1
$406K Sell
30,093
-670
-2% -$9.04K 0.21% 103
2015
Q4
$434K Sell
30,763
-1,160
-4% -$16.4K 0.23% 99
2015
Q3
$434K Sell
31,923
-4,579
-13% -$62.3K 0.24% 97
2015
Q2
$548K Sell
36,502
-279
-0.8% -$4.19K 0.28% 87
2015
Q1
$593K Sell
36,781
-230
-0.6% -$3.71K 0.3% 82
2014
Q4
$574K Buy
37,011
+9,300
+34% +$144K 0.29% 84
2014
Q3
$410K Hold
27,711
0.2% 110
2014
Q2
$477K Buy
27,711
+100
+0.4% +$1.72K 0.23% 100
2014
Q1
$431K Sell
27,611
-20
-0.1% -$312 0.21% 108
2013
Q4
$426K Sell
27,631
-4,820
-15% -$74.3K 0.2% 103
2013
Q3
$547K Sell
32,451
-120
-0.4% -$2.02K 0.27% 91
2013
Q2
$504K Buy
+32,571
New +$504K 0.25% 95