Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$52.6K Sell
1,700
-362
-18% -$11.2K ﹤0.01% 254
2024
Q1
$91.1K Sell
2,062
-238
-10% -$10.5K 0.01% 196
2023
Q4
$116K Sell
2,300
-328
-12% -$16.5K 0.01% 183
2023
Q3
$93.4K Buy
2,628
+200
+8% +$7.11K 0.01% 183
2023
Q2
$81.2K Buy
2,428
+1,500
+162% +$50.2K 0.01% 212
2023
Q1
$30.3K Sell
928
-665
-42% -$21.7K ﹤0.01% 283
2022
Q4
$42.1K Buy
1,593
+35
+2% +$925 0.01% 238
2022
Q3
$40K Hold
1,558
0.01% 232
2022
Q2
$58K Sell
1,558
-10
-0.6% -$372 0.01% 196
2022
Q1
$78K Sell
1,568
-910
-37% -$45.3K 0.01% 192
2021
Q4
$128K Sell
2,478
-112
-4% -$5.79K 0.02% 167
2021
Q3
$138K Sell
2,590
-238
-8% -$12.7K 0.02% 152
2021
Q2
$159K Sell
2,828
-45
-2% -$2.53K 0.02% 135
2021
Q1
$184K Buy
2,873
+155
+6% +$9.93K 0.03% 118
2020
Q4
$135K Buy
2,718
+234
+9% +$11.6K 0.03% 137
2020
Q3
$129K Buy
2,484
+750
+43% +$38.9K 0.03% 130
2020
Q2
$103K Sell
1,734
-120
-6% -$7.13K 0.03% 141
2020
Q1
$100K Buy
1,854
+404
+28% +$21.8K 0.03% 140
2019
Q4
$87K Sell
1,450
-200
-12% -$12K 0.02% 170
2019
Q3
$86K Buy
1,650
+200
+14% +$10.4K 0.02% 166
2019
Q2
$69K Sell
1,450
-1,556
-52% -$74K 0.02% 175
2019
Q1
$161K Buy
3,006
+1,374
+84% +$73.6K 0.04% 111
2018
Q4
$77K Sell
1,632
-130
-7% -$6.13K 0.02% 147
2018
Q3
$83K Hold
1,762
0.04% 117
2018
Q2
$88K Hold
1,762
0.04% 121
2018
Q1
$91K Sell
1,762
-2,059
-54% -$106K 0.04% 125
2017
Q4
$176K Buy
3,821
+3,235
+552% +$149K 0.1% 59
2017
Q3
$22K Buy
586
+5
+0.9% +$188 0.01% 120
2017
Q2
$20K Buy
581
+4
+0.7% +$138 0.01% 118
2017
Q1
$21K Buy
577
+4
+0.7% +$146 0.01% 120
2016
Q4
$21K Buy
573
+5
+0.9% +$183 0.01% 129
2016
Q3
$21K Buy
+568
New +$21K 0.01% 134
2015
Q3
Sell
-5
Closed 182
2015
Q2
$0 Buy
+5
New ﹤0.01% 176
2014
Q4
Sell
-200
Closed -$7K 206
2014
Q3
$7K Hold
200
0.01% 172
2014
Q2
$6K Sell
200
-33
-14% -$990 ﹤0.01% 178
2014
Q1
$6K Buy
233
+33
+17% +$850 ﹤0.01% 170
2013
Q4
$5K Buy
+200
New +$5K ﹤0.01% 168