Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-120
Closed -$10.6K 158
2024
Q1
$10.6K Hold
120
﹤0.01% 150
2023
Q4
$10.9K Hold
120
﹤0.01% 142
2023
Q3
$9.36K Hold
120
﹤0.01% 147
2023
Q2
$10K Sell
120
-358
-75% -$29.9K ﹤0.01% 145
2023
Q1
$42K Sell
478
-120
-20% -$10.6K 0.01% 141
2022
Q4
$60K Hold
598
0.01% 137
2022
Q3
$55K Hold
598
0.01% 135
2022
Q2
$65K Hold
598
0.01% 139
2022
Q1
$74K Hold
598
0.01% 136
2021
Q4
$89K Hold
598
0.01% 130
2021
Q3
$88K Hold
598
0.01% 137
2021
Q2
$99K Hold
598
0.01% 131
2021
Q1
$96K Hold
598
0.01% 132
2020
Q4
$87K Hold
598
0.01% 118
2020
Q3
$80K Sell
598
-646
-52% -$86.4K 0.01% 123
2020
Q2
$162K Hold
1,244
0.03% 110
2020
Q1
$142K Sell
1,244
-60
-5% -$6.85K 0.03% 104
2019
Q4
$192K Hold
1,304
0.03% 114
2019
Q3
$179K Hold
1,304
0.03% 122
2019
Q2
$189K Sell
1,304
-299
-19% -$43.3K 0.03% 120
2019
Q1
$278K Hold
1,603
0.04% 114
2018
Q4
$255K Hold
1,603
0.04% 117
2018
Q3
$282K Hold
1,603
0.04% 137
2018
Q2
$264K Hold
1,603
0.03% 134
2018
Q1
$294K Hold
1,603
0.04% 138
2017
Q4
$315K Hold
1,603
0.04% 127
2017
Q3
$281K Hold
1,603
0.04% 139
2017
Q2
$279K Hold
1,603
0.04% 153
2017
Q1
$256K Hold
1,603
0.04% 156
2016
Q4
$239K Hold
1,603
0.04% 152
2016
Q3
$236K Hold
1,603
0.04% 156
2016
Q2
$235K Hold
1,603
0.04% 158
2016
Q1
$223K Hold
1,603
0.04% 161
2015
Q4
$202K Hold
1,603
0.03% 176
2015
Q3
$190K Hold
1,603
0.03% 190
2015
Q2
$207K Hold
1,603
0.02% 206
2015
Q1
$221K Hold
1,603
0.02% 199
2014
Q4
$220K Buy
1,603
+646
+68% +$88.7K 0.02% 199
2014
Q3
$113K Sell
957
-646
-40% -$76.3K 0.01% 226
2014
Q2
$192K Hold
1,603
0.02% 224
2014
Q1
$182K Hold
1,603
0.02% 206
2013
Q4
$188K Buy
1,603
+646
+68% +$75.8K 0.02% 198
2013
Q3
$96K Hold
957
0.01% 212
2013
Q2
$87K Buy
+957
New +$87K 0.01% 206