Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-284
Closed -$24.9K 754
2022
Q4
$24.9K Buy
284
+68
+31% +$5.97K ﹤0.01% 593
2022
Q3
$15K Buy
216
+39
+22% +$2.71K ﹤0.01% 1195
2022
Q2
$14K Buy
177
+15
+9% +$1.19K ﹤0.01% 1259
2022
Q1
$14K Sell
162
-114
-41% -$9.85K ﹤0.01% 1429
2021
Q4
$22K Buy
276
+66
+31% +$5.26K ﹤0.01% 633
2021
Q3
$16K Sell
210
-529
-72% -$40.3K ﹤0.01% 1500
2021
Q2
$62K Sell
739
-8,718
-92% -$731K ﹤0.01% 1056
2021
Q1
$786K Buy
9,457
+9,289
+5,529% +$772K 0.04% 320
2020
Q4
$13K Sell
168
-2,519
-94% -$195K ﹤0.01% 908
2020
Q3
$170K Buy
2,687
+2,680
+38,286% +$170K 0.01% 648
2020
Q2
$0 Sell
7
-1,181
-99% ﹤0.01% 2302
2020
Q1
$61K Buy
1,188
+1,065
+866% +$54.7K ﹤0.01% 853
2019
Q4
$10K Sell
123
-584
-83% -$47.5K ﹤0.01% 1559
2019
Q3
$56K Sell
707
-1,194
-63% -$94.6K ﹤0.01% 976
2019
Q2
$178K Buy
1,901
+1,439
+311% +$135K 0.01% 612
2019
Q1
$40K Buy
462
+209
+83% +$18.1K ﹤0.01% 923
2018
Q4
$20K Buy
+253
New +$20K ﹤0.01% 1067
2018
Q3
Sell
-562
Closed -$43.8K 1631
2018
Q2
$43.8K Sell
562
-295
-34% -$23K ﹤0.01% 789
2018
Q1
$71K Sell
857
-247
-22% -$20.5K 0.01% 606
2017
Q4
$96K Buy
1,104
+261
+31% +$22.7K 0.01% 569
2017
Q3
$70K Sell
843
-361
-30% -$30K 0.01% 632
2017
Q2
$86K Buy
1,204
+394
+49% +$28.1K 0.01% 591
2017
Q1
$55K Sell
810
-449
-36% -$30.5K ﹤0.01% 611
2016
Q4
$83K Buy
1,259
+263
+26% +$17.3K 0.01% 541
2016
Q3
$59K Buy
+996
New +$59K 0.01% 636
2014
Q3
Sell
-4,605
Closed -$336K 389
2014
Q2
$336K Hold
4,605
0.05% 264
2014
Q1
$302K Hold
4,605
0.05% 266
2013
Q4
$313K Buy
+4,605
New +$313K 0.05% 260