Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,565
Closed -$42.3K 973
2024
Q1
$42.3K Hold
2,565
﹤0.01% 924
2023
Q4
$38.5K Buy
+2,565
New +$38.5K ﹤0.01% 918
2023
Q2
Sell
-1,244
Closed -$14.8K 1495
2023
Q1
$14.8K Sell
1,244
-327
-21% -$3.88K ﹤0.01% 1141
2022
Q4
$19.1K Buy
+1,571
New +$19.1K ﹤0.01% 1127
2020
Q1
Sell
-700
Closed -$8K 1406
2019
Q4
$8K Hold
700
﹤0.01% 1169
2019
Q3
$7K Hold
700
﹤0.01% 1184
2019
Q2
$8K Hold
700
﹤0.01% 1202
2019
Q1
$8K Sell
700
-5,822
-89% -$66.5K ﹤0.01% 1221
2018
Q4
$69K Hold
6,522
﹤0.01% 861
2018
Q3
$84K Hold
6,522
﹤0.01% 879
2018
Q2
$93K Buy
6,522
+400
+7% +$5.7K ﹤0.01% 832
2018
Q1
$103K Hold
6,122
﹤0.01% 799
2017
Q4
$113K Hold
6,122
﹤0.01% 824
2017
Q3
$112K Hold
6,122
﹤0.01% 789
2017
Q2
$106K Hold
6,122
﹤0.01% 787
2017
Q1
$92K Hold
6,122
﹤0.01% 828
2016
Q4
$86K Hold
6,122
﹤0.01% 827
2016
Q3
$75K Hold
6,122
﹤0.01% 858
2016
Q2
$63K Sell
6,122
-1,706
-22% -$17.6K ﹤0.01% 906
2016
Q1
$93K Hold
7,828
﹤0.01% 802
2015
Q4
$105K Sell
7,828
-1,544
-16% -$20.7K ﹤0.01% 805
2015
Q3
$132K Buy
9,372
+2,244
+31% +$31.6K ﹤0.01% 748
2015
Q2
$118K Hold
7,128
﹤0.01% 790
2015
Q1
$104K Sell
7,128
-1,800
-20% -$26.3K ﹤0.01% 818
2014
Q4
$115K Hold
8,928
﹤0.01% 806
2014
Q3
$126K Hold
8,928
﹤0.01% 774
2014
Q2
$125K Hold
8,928
﹤0.01% 773
2014
Q1
$127K Buy
8,928
+1,290
+17% +$18.4K ﹤0.01% 755
2013
Q4
$107K Hold
7,638
﹤0.01% 786
2013
Q3
$86K Hold
7,638
﹤0.01% 821
2013
Q2
$77K Buy
+7,638
New +$77K ﹤0.01% 839