Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-673
Closed -$61.3K 156
2024
Q3
$61.3K Sell
673
-70
-9% -$6.38K 0.01% 107
2024
Q2
$60.6K Sell
743
-30
-4% -$2.45K 0.01% 130
2024
Q1
$62K Hold
773
0.01% 143
2023
Q4
$54.3K Hold
773
0.01% 146
2023
Q3
$49K Sell
773
-20
-3% -$1.27K ﹤0.01% 159
2023
Q2
$48.9K Sell
793
-32
-4% -$1.98K ﹤0.01% 168
2023
Q1
$52.4K Buy
825
+27
+3% +$1.72K ﹤0.01% 148
2022
Q4
$52.4K Buy
798
+19
+2% +$1.25K ﹤0.01% 122
2022
Q3
$40K Buy
779
+40
+5% +$2.05K ﹤0.01% 128
2022
Q2
$41K Buy
739
+95
+15% +$5.27K ﹤0.01% 137
2022
Q1
$45K Buy
644
+231
+56% +$16.1K ﹤0.01% 128
2021
Q4
$24K Buy
413
+220
+114% +$12.8K ﹤0.01% 151
2021
Q3
$11K Buy
+193
New +$11K ﹤0.01% 145
2020
Q4
Sell
-933
Closed -$24K 490
2020
Q3
$24K Buy
933
+307
+49% +$7.9K 0.01% 221
2020
Q2
$21K Buy
+626
New +$21K 0.01% 275
2020
Q1
Sell
-539
Closed -$41K 409
2019
Q4
$41K Sell
539
-1,860
-78% -$141K 0.02% 370
2019
Q3
$177K Buy
2,399
+1,643
+217% +$121K 0.07% 242
2019
Q2
$52K Buy
756
+691
+1,063% +$47.5K 0.02% 339
2019
Q1
$5K Sell
65
-922
-93% -$70.9K ﹤0.01% 460
2018
Q4
$53K Sell
987
-148
-13% -$7.95K 0.02% 279
2018
Q3
$77K Buy
1,135
+926
+443% +$62.8K 0.02% 260
2018
Q2
$15K Buy
209
+43
+26% +$3.09K 0.01% 347
2018
Q1
$9K Buy
+166
New +$9K ﹤0.01% 387
2016
Q4
Sell
-5,397
Closed -$278K 282
2016
Q3
$278K Buy
+5,397
New +$278K 0.18% 118