Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-360
Closed -$13.3K 438
2023
Q4
$13.3K Hold
360
﹤0.01% 380
2023
Q3
$13.1K Hold
360
﹤0.01% 370
2023
Q2
$12.8K Hold
360
﹤0.01% 374
2023
Q1
$12.8K Hold
360
﹤0.01% 375
2022
Q4
$12.7K Hold
360
﹤0.01% 419
2022
Q3
$11K Sell
360
-1
-0.3% -$31 ﹤0.01% 418
2022
Q2
$20K Hold
361
﹤0.01% 333
2022
Q1
$20K Hold
361
﹤0.01% 339
2021
Q4
$20K Sell
361
-320
-47% -$17.7K ﹤0.01% 371
2021
Q3
$33K Buy
681
+320
+89% +$15.5K 0.01% 268
2021
Q2
$18K Hold
361
﹤0.01% 335
2021
Q1
$16K Hold
361
﹤0.01% 334
2020
Q4
$17K Buy
+361
New +$17K ﹤0.01% 311
2019
Q3
Sell
-360
Closed -$18K 521
2019
Q2
$18K Hold
360
﹤0.01% 271
2019
Q1
$19K Hold
360
﹤0.01% 258
2018
Q4
$17K Sell
360
-27,430
-99% -$1.3M ﹤0.01% 236
2018
Q3
$1.4M Sell
27,790
-3,081
-10% -$155K 0.34% 39
2018
Q2
$1.56M Sell
30,871
-724
-2% -$36.5K 0.37% 39
2018
Q1
$1.54M Buy
31,595
+2,945
+10% +$144K 0.39% 41
2017
Q4
$1.27M Sell
28,650
-440
-2% -$19.5K 0.37% 54
2017
Q3
$1.48M Sell
29,090
-328
-1% -$16.6K 0.48% 41
2017
Q2
$1.59M Buy
29,418
+351
+1% +$18.9K 0.58% 37
2017
Q1
$1.53M Sell
29,067
-316
-1% -$16.7K 0.61% 34
2016
Q4
$1.41M Buy
+29,383
New +$1.41M 0.79% 26