Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,083
Closed -$219K 3636
2024
Q3
$219K Buy
19,083
+2,850
+18% +$32.7K 0.01% 882
2024
Q2
$162K Buy
16,233
+605
+4% +$6.04K ﹤0.01% 948
2024
Q1
$184K Buy
15,628
+392
+3% +$4.61K 0.01% 886
2023
Q4
$174K Sell
15,236
-679
-4% -$7.76K 0.01% 864
2023
Q3
$183K Sell
15,915
-11
-0.1% -$126 0.01% 817
2023
Q2
$185K Buy
15,926
+312
+2% +$3.63K 0.01% 813
2023
Q1
$186K Sell
15,614
-186
-1% -$2.22K 0.01% 806
2022
Q4
$156K Buy
15,800
+9,206
+140% +$91K 0.01% 811
2022
Q3
$59K Buy
6,594
+923
+16% +$8.26K ﹤0.01% 1190
2022
Q2
$67K Sell
5,671
-2,252
-28% -$26.6K ﹤0.01% 1119
2022
Q1
$95K Buy
7,923
+5,445
+220% +$65.3K ﹤0.01% 1006
2021
Q4
$26K Sell
2,478
-117
-5% -$1.23K ﹤0.01% 1658
2021
Q3
$28K Buy
2,595
+1,369
+112% +$14.8K ﹤0.01% 1557
2021
Q2
$14K Buy
1,226
+616
+101% +$7.03K ﹤0.01% 1852
2021
Q1
$8K Buy
610
+67
+12% +$879 ﹤0.01% 2015
2020
Q4
$6K Sell
543
-3,529
-87% -$39K ﹤0.01% 1983
2020
Q3
$42K Sell
4,072
-2,798
-41% -$28.9K ﹤0.01% 1118
2020
Q2
$81K Sell
6,870
-426
-6% -$5.02K 0.01% 850
2020
Q1
$88K Buy
7,296
+6,261
+605% +$75.5K 0.01% 722
2019
Q4
$15K Buy
1,035
+309
+43% +$4.48K ﹤0.01% 1559
2019
Q3
$11K Sell
726
-48
-6% -$727 ﹤0.01% 1642
2019
Q2
$12K Buy
774
+125
+19% +$1.94K ﹤0.01% 1517
2019
Q1
$11K Sell
649
-606
-48% -$10.3K ﹤0.01% 1501
2018
Q4
$20K Sell
1,255
-307
-20% -$4.89K ﹤0.01% 1052
2018
Q3
$25K Hold
1,562
﹤0.01% 1065
2018
Q2
$26K Buy
1,562
+2
+0.1% +$33 ﹤0.01% 963
2018
Q1
$27K Hold
1,560
﹤0.01% 895
2017
Q4
$27K Hold
1,560
﹤0.01% 913
2017
Q3
$26K Buy
1,560
+16
+1% +$267 ﹤0.01% 903
2017
Q2
$26K Buy
1,544
+570
+59% +$9.6K ﹤0.01% 910
2017
Q1
$15K Buy
974
+509
+109% +$7.84K ﹤0.01% 1072
2016
Q4
$7K Buy
+465
New +$7K ﹤0.01% 1266