Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-158
Closed -$7.52K 1841
2023
Q4
$7.52K Sell
158
-40
-20% -$1.9K ﹤0.01% 953
2023
Q3
$8.83K Buy
198
+29
+17% +$1.29K ﹤0.01% 890
2023
Q2
$8.84K Hold
169
﹤0.01% 845
2023
Q1
$10.1K Sell
169
-3
-2% -$179 ﹤0.01% 820
2022
Q4
$8.46K Buy
172
+2
+1% +$98 ﹤0.01% 879
2022
Q3
$7K Buy
170
+41
+32% +$1.69K ﹤0.01% 917
2022
Q2
$7K Sell
129
-39
-23% -$2.12K ﹤0.01% 928
2022
Q1
$11K Sell
168
-13
-7% -$851 ﹤0.01% 812
2021
Q4
$14K Buy
181
+46
+34% +$3.56K ﹤0.01% 713
2021
Q3
$9K Buy
135
+14
+12% +$933 ﹤0.01% 805
2021
Q2
$8K Hold
121
﹤0.01% 814
2021
Q1
$8K Buy
121
+3
+3% +$198 ﹤0.01% 778
2020
Q4
$6K Buy
118
+39
+49% +$1.98K ﹤0.01% 843
2020
Q3
$3K Buy
79
+33
+72% +$1.25K ﹤0.01% 935
2020
Q2
$2K Buy
+46
New +$2K ﹤0.01% 916
2020
Q1
Sell
-4
Closed 1615
2019
Q4
$0 Buy
+4
New ﹤0.01% 1514
2017
Q3
Sell
-20
Closed -$2K 630
2017
Q2
$2K Hold
20
﹤0.01% 433
2017
Q1
$2K Hold
20
﹤0.01% 463
2016
Q4
$2K Hold
20
﹤0.01% 525
2016
Q3
$2K Hold
20
﹤0.01% 411
2016
Q2
$2K Hold
20
﹤0.01% 414
2016
Q1
$2K Hold
20
﹤0.01% 410
2015
Q4
$2K Hold
20
﹤0.01% 402
2015
Q3
$2K Hold
20
﹤0.01% 396
2015
Q2
$2K Buy
+20
New +$2K ﹤0.01% 404
2015
Q1
Sell
-20
Closed -$2K 459
2014
Q4
$2K Buy
+20
New +$2K ﹤0.01% 452