Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$185K Buy
1,796
+53
+3% +$5.46K 0.02% 157
2024
Q1
$216K Hold
1,743
0.02% 134
2023
Q4
$170K Hold
1,743
0.02% 151
2023
Q3
$148K Hold
1,743
0.02% 149
2023
Q2
$146K Hold
1,743
0.02% 164
2023
Q1
$128K Hold
1,743
0.02% 158
2022
Q4
$115K Hold
1,743
0.01% 154
2022
Q3
$97K Hold
1,743
0.02% 165
2022
Q2
$95K Hold
1,743
0.01% 161
2022
Q1
$102K Hold
1,743
0.01% 174
2021
Q4
$103K Hold
1,743
0.01% 179
2021
Q3
$92K Hold
1,743
0.01% 188
2021
Q2
$104K Hold
1,743
0.01% 174
2021
Q1
$108K Hold
1,743
0.02% 168
2020
Q4
$100K Sell
1,743
-675
-28% -$38.7K 0.02% 159
2020
Q3
$137K Buy
2,418
+675
+39% +$38.2K 0.03% 125
2020
Q2
$86K Hold
1,743
0.02% 155
2020
Q1
$71K Hold
1,743
0.02% 174
2019
Q4
$92K Sell
1,743
-30
-2% -$1.58K 0.02% 167
2019
Q3
$83K Hold
1,773
0.02% 170
2019
Q2
$84K Sell
1,773
-75
-4% -$3.55K 0.02% 151
2019
Q1
$84K Hold
1,848
0.02% 155
2018
Q4
$70K Buy
1,848
+30
+2% +$1.14K 0.02% 152
2018
Q3
$83K Hold
1,818
0.04% 118
2018
Q2
$75K Hold
1,818
0.03% 127
2018
Q1
$80K Buy
1,818
+55
+3% +$2.42K 0.04% 136
2017
Q4
$84K Buy
1,763
+20
+1% +$953 0.05% 93
2017
Q3
$84K Hold
1,743
0.05% 73
2017
Q2
$77K Hold
1,743
0.05% 71
2017
Q1
$78K Hold
1,743
0.05% 77
2016
Q4
$74K Hold
1,743
0.05% 86
2016
Q3
$68K Hold
1,743
0.05% 98
2016
Q2
$60K Hold
1,743
0.04% 96
2016
Q1
$64K Hold
1,743
0.05% 87
2015
Q4
$55K Hold
1,743
0.04% 95
2015
Q3
$61K Buy
+1,743
New +$61K 0.05% 94