Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,096
Closed -$47.8K 683
2023
Q4
$47.8K Sell
1,096
-208
-16% -$9.07K 0.01% 462
2023
Q3
$57.5K Buy
1,304
+71
+6% +$3.13K 0.01% 394
2023
Q2
$55.1K Buy
1,233
+56
+5% +$2.5K 0.01% 386
2023
Q1
$52.2K Sell
1,177
-47
-4% -$2.09K 0.01% 402
2022
Q4
$50.8K Buy
1,224
+126
+11% +$5.23K 0.01% 417
2022
Q3
$40K Sell
1,098
-292
-21% -$10.6K 0.01% 434
2022
Q2
$58K Buy
1,390
+203
+17% +$8.47K 0.01% 359
2022
Q1
$68K Buy
1,187
+68
+6% +$3.9K 0.01% 333
2021
Q4
$74K Buy
1,119
+49
+5% +$3.24K 0.01% 294
2021
Q3
$75K Buy
1,070
+63
+6% +$4.42K 0.02% 281
2021
Q2
$71K Buy
1,007
+87
+9% +$6.13K 0.01% 292
2021
Q1
$56K Buy
920
+53
+6% +$3.23K 0.01% 306
2020
Q4
$44K Buy
867
+175
+25% +$8.88K 0.01% 356
2020
Q3
$36K Sell
692
-26
-4% -$1.35K 0.01% 347
2020
Q2
$38K Buy
718
+41
+6% +$2.17K 0.01% 284
2020
Q1
$20K Sell
677
-245
-27% -$7.24K 0.01% 342
2019
Q4
$33K Buy
922
+4
+0.4% +$143 0.01% 308
2019
Q3
$36K Sell
918
-179
-16% -$7.02K 0.01% 280
2019
Q2
$43K Buy
1,097
+55
+5% +$2.16K 0.02% 262
2019
Q1
$39K Buy
1,042
+701
+206% +$26.2K 0.02% 265
2018
Q4
$10K Buy
341
+59
+21% +$1.73K 0.01% 359
2018
Q3
$9K Sell
282
-3
-1% -$96 ﹤0.01% 401
2018
Q2
$10K Buy
285
+11
+4% +$386 0.01% 365
2018
Q1
$11K Buy
274
+75
+38% +$3.01K 0.01% 343
2017
Q4
$8K Hold
199
﹤0.01% 351
2017
Q3
$8K Hold
199
0.01% 318
2017
Q2
$7K Hold
199
﹤0.01% 329
2017
Q1
$7K Buy
199
+4
+2% +$141 ﹤0.01% 374
2016
Q4
$6K Hold
195
﹤0.01% 416
2016
Q3
$6K Hold
195
0.01% 342
2016
Q2
$5K Hold
195
﹤0.01% 379
2016
Q1
$5K Hold
195
﹤0.01% 368
2015
Q4
$5K Hold
195
﹤0.01% 368
2015
Q3
$5K Sell
195
-268
-58% -$6.87K ﹤0.01% 362
2015
Q2
$12K Hold
463
0.01% 292
2015
Q1
$11K Hold
463
0.01% 311
2014
Q4
$11K Buy
+463
New +$11K 0.01% 345