Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
-$4 3267
2023
Q4
Sell
-60
Closed -$1.17K 3032
2023
Q3
$1.17K Buy
60
+1
+2% +$20 ﹤0.01% 2966
2023
Q2
$1.44K Hold
59
﹤0.01% 2975
2023
Q1
$4.19K Sell
59
-55
-48% -$3.91K ﹤0.01% 2646
2022
Q4
$8K Sell
114
-5
-4% -$351 ﹤0.01% 3569
2022
Q3
$19K Sell
119
-3
-2% -$479 ﹤0.01% 3152
2022
Q2
$19K Hold
122
﹤0.01% 2913
2022
Q1
$19K Buy
122
+65
+114% +$10.1K ﹤0.01% 2913
2021
Q4
$2K Buy
57
+1
+2% +$35 ﹤0.01% 2820
2021
Q3
$2K Hold
56
﹤0.01% 2854
2021
Q2
$3K Hold
56
﹤0.01% 2662
2021
Q1
$3K Sell
56
-1,037
-95% -$55.6K ﹤0.01% 2578
2020
Q4
$62K Sell
1,093
-22
-2% -$1.25K ﹤0.01% 1352
2020
Q3
$43K Sell
1,115
-18
-2% -$694 ﹤0.01% 1350
2020
Q2
$46K Hold
1,133
﹤0.01% 1259
2020
Q1
$46K Hold
1,133
﹤0.01% 1161
2019
Q4
$76K Sell
1,133
-15
-1% -$1.01K 0.01% 1080
2019
Q3
$67K Buy
+1,148
New +$67K ﹤0.01% 1238
2019
Q1
Sell
-1,230
Closed -$68K 3537
2018
Q4
$68K Sell
1,230
-103
-8% -$5.69K ﹤0.01% 1408
2018
Q3
$89K Sell
1,333
-6
-0.4% -$401 ﹤0.01% 1549
2018
Q2
$93K Sell
1,339
-188
-12% -$13.1K ﹤0.01% 1510
2018
Q1
$90K Hold
1,527
﹤0.01% 1450
2017
Q4
$90K Sell
1,527
-9
-0.6% -$530 ﹤0.01% 1448
2017
Q3
$86K Sell
1,536
-120
-7% -$6.72K ﹤0.01% 1641
2017
Q2
$83K Buy
1,656
+6
+0.4% +$301 ﹤0.01% 1630
2017
Q1
$79K Sell
1,650
-42
-2% -$2.01K ﹤0.01% 1653
2016
Q4
$83K Hold
1,692
﹤0.01% 1560
2016
Q3
$74K Buy
1,692
+34
+2% +$1.49K ﹤0.01% 1556
2016
Q2
$70K Buy
+1,658
New +$70K ﹤0.01% 1551
2016
Q1
Sell
-847
Closed -$35K 3564
2015
Q4
$35K Buy
+847
New +$35K ﹤0.01% 1820