Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-35
Closed -$7.02K 1180
2024
Q1
$7.02K Hold
35
﹤0.01% 1147
2023
Q4
$5.57K Buy
+35
New +$5.57K ﹤0.01% 1186
2023
Q1
Sell
-111
Closed -$11.5K 1681
2022
Q4
$11.5K Buy
+111
New +$11.5K ﹤0.01% 1227
2020
Q3
Sell
-61
Closed -$8K 1446
2020
Q2
$8K Sell
61
-23
-27% -$3.02K ﹤0.01% 1195
2020
Q1
$9K Buy
84
+61
+265% +$6.54K ﹤0.01% 1160
2019
Q4
$3K Hold
23
﹤0.01% 1236
2019
Q3
$2K Sell
23
-3
-12% -$261 ﹤0.01% 1272
2019
Q2
$3K Hold
26
﹤0.01% 1291
2019
Q1
$3K Buy
+26
New +$3K ﹤0.01% 1312
2018
Q4
Sell
-650
Closed -$79K 1438
2018
Q3
$79K Hold
650
﹤0.01% 895
2018
Q2
$75K Hold
650
﹤0.01% 874
2018
Q1
$68K Hold
650
﹤0.01% 886
2017
Q4
$73K Hold
650
﹤0.01% 926
2017
Q3
$71K Hold
650
﹤0.01% 880
2017
Q2
$68K Hold
650
﹤0.01% 874
2017
Q1
$63K Hold
650
﹤0.01% 899
2016
Q4
$56K Hold
650
﹤0.01% 901
2016
Q3
$59K Sell
650
-179
-22% -$16.2K ﹤0.01% 891
2016
Q2
$62K Buy
829
+179
+28% +$13.4K ﹤0.01% 910
2016
Q1
$52K Hold
650
﹤0.01% 917
2015
Q4
$51K Hold
650
﹤0.01% 934
2015
Q3
$42K Hold
650
﹤0.01% 981
2015
Q2
$45K Hold
650
﹤0.01% 987
2015
Q1
$46K Hold
650
﹤0.01% 994
2014
Q4
$45K Hold
650
﹤0.01% 1003
2014
Q3
$46K Hold
650
﹤0.01% 986
2014
Q2
$50K Buy
+650
New +$50K ﹤0.01% 961