Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-300
Closed -$19.8K 1255
2024
Q3
$19.8K Sell
300
-56
-16% -$3.69K ﹤0.01% 751
2024
Q2
$20.5K Sell
356
-60
-14% -$3.45K ﹤0.01% 754
2024
Q1
$26.5K Sell
416
-610
-59% -$38.9K ﹤0.01% 701
2023
Q4
$64.7K Sell
1,026
-9,801
-91% -$618K ﹤0.01% 514
2023
Q3
$725K Sell
10,827
-16,740
-61% -$1.12M 0.04% 234
2023
Q2
$2.88M Sell
27,567
-623
-2% -$65K 0.15% 132
2023
Q1
$3.44M Sell
28,190
-583
-2% -$71.2K 0.2% 117
2022
Q4
$3.59M Sell
28,773
-227
-0.8% -$28.3K 0.21% 109
2022
Q3
$3.07M Sell
29,000
-146
-0.5% -$15.4K 0.19% 117
2022
Q2
$3.12M Sell
29,146
-1,473
-5% -$158K 0.19% 119
2022
Q1
$4.03M Buy
30,619
+1,073
+4% +$141K 0.2% 113
2021
Q4
$3.25M Sell
29,546
-330
-1% -$36.3K 0.15% 128
2021
Q3
$2.74M Buy
29,876
+1,318
+5% +$121K 0.14% 137
2021
Q2
$3.09M Buy
28,558
+1,596
+6% +$173K 0.16% 123
2021
Q1
$2.98M Buy
26,962
+36
+0.1% +$3.98K 0.17% 124
2020
Q4
$3.09M Buy
26,926
+705
+3% +$81K 0.19% 119
2020
Q3
$2.78M Buy
26,221
+1,531
+6% +$162K 0.19% 119
2020
Q2
$2.46M Buy
24,690
+3,888
+19% +$387K 0.18% 119
2020
Q1
$1.7M Buy
20,802
+3,817
+22% +$312K 0.15% 142
2019
Q4
$1.7M Buy
16,985
+200
+1% +$20K 0.12% 155
2019
Q3
$1.47M Buy
16,785
+2,956
+21% +$259K 0.12% 170
2019
Q2
$1.15M Buy
13,829
+2,253
+19% +$187K 0.09% 179
2019
Q1
$889K Sell
11,576
-917
-7% -$70.4K 0.08% 187
2018
Q4
$801K Sell
12,493
-1,787
-13% -$115K 0.08% 181
2018
Q3
$1.08M Sell
14,280
-98
-0.7% -$7.41K 0.09% 178
2018
Q2
$1.11M Buy
14,378
+3,453
+32% +$267K 0.1% 183
2018
Q1
$725K Buy
10,925
+2,952
+37% +$196K 0.06% 208
2017
Q4
$655K Buy
7,973
+1,145
+17% +$94.1K 0.06% 206
2017
Q3
$529K Sell
6,828
-381
-5% -$29.5K 0.05% 217
2017
Q2
$457K Sell
7,209
-153
-2% -$9.7K 0.04% 228
2017
Q1
$444K Sell
7,362
-604
-8% -$36.4K 0.04% 227
2016
Q4
$391K Sell
7,966
-346
-4% -$17K 0.04% 235
2016
Q3
$348K Buy
8,312
+894
+12% +$37.4K 0.04% 241
2016
Q2
$298K Buy
7,418
+3,983
+116% +$160K 0.03% 252
2016
Q1
$120K Hold
3,435
0.01% 333
2015
Q4
$117K Sell
3,435
-144
-4% -$4.91K 0.01% 327
2015
Q3
$105K Sell
3,579
-1,799
-33% -$52.8K 0.01% 340
2015
Q2
$245K Sell
5,378
-30
-0.6% -$1.37K 0.03% 270
2015
Q1
$269K Buy
5,408
+1,367
+34% +$68K 0.03% 261
2014
Q4
$200K Sell
4,041
-2,191
-35% -$108K 0.02% 268
2014
Q3
$309K Buy
6,232
+5,108
+454% +$253K 0.04% 241
2014
Q2
$69K Buy
1,124
+432
+62% +$26.5K 0.01% 375
2014
Q1
$46K Buy
692
+231
+50% +$15.4K 0.01% 383
2013
Q4
$30K Buy
461
+173
+60% +$11.3K ﹤0.01% 422
2013
Q3
$18K Hold
288
﹤0.01% 483
2013
Q2
$15K Buy
+288
New +$15K ﹤0.01% 483