Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,239
Closed -$1.23M 637
2024
Q3
$1.23M Buy
35,239
+1,149
+3% +$40K 0.1% 230
2024
Q2
$1.1M Buy
34,090
+61
+0.2% +$1.98K 0.1% 229
2024
Q1
$1.16M Buy
34,029
+11,284
+50% +$383K 0.11% 218
2023
Q4
$896K Sell
22,745
-9,244
-29% -$364K 0.09% 234
2023
Q3
$1.22M Buy
31,989
+1,119
+4% +$42.7K 0.13% 179
2023
Q2
$1.41M Buy
30,870
+504
+2% +$23K 0.16% 155
2023
Q1
$1.36M Buy
30,366
+3,161
+12% +$142K 0.16% 152
2022
Q4
$1.2M Buy
27,205
+608
+2% +$26.7K 0.15% 156
2022
Q3
$1.12M Buy
26,597
+918
+4% +$38.5K 0.15% 154
2022
Q2
$1.26M Sell
25,679
-2,128
-8% -$105K 0.16% 144
2022
Q1
$1.54M Buy
27,807
+836
+3% +$46.4K 0.17% 137
2021
Q4
$1.4M Buy
26,971
+961
+4% +$50K 0.17% 136
2021
Q3
$1.3M Buy
26,010
+2,179
+9% +$109K 0.17% 136
2021
Q2
$1.18M Buy
23,831
+413
+2% +$20.4K 0.16% 147
2021
Q1
$1.06M Buy
23,418
+1,314
+6% +$59.3K 0.18% 137
2020
Q4
$946K Sell
22,104
-392
-2% -$16.8K 0.18% 131
2020
Q3
$933K Sell
22,496
-1,765
-7% -$73.2K 0.21% 117
2020
Q2
$1.01M Buy
24,261
+301
+1% +$12.6K 0.25% 104
2020
Q1
$979K Buy
23,960
+494
+2% +$20.2K 0.29% 97
2019
Q4
$1.09M Sell
23,466
-1,010
-4% -$46.8K 0.27% 102
2019
Q3
$1.19M Sell
24,476
-879
-3% -$42.6K 0.33% 88
2019
Q2
$1.15M Sell
25,355
-5,671
-18% -$258K 0.33% 86
2019
Q1
$1.38M Buy
31,026
+16,841
+119% +$747K 0.37% 76
2018
Q4
$561K Sell
14,185
-17,473
-55% -$691K 0.16% 138
2018
Q3
$1.28M Sell
31,658
-1,011
-3% -$41K 0.32% 76
2018
Q2
$1.32M Sell
32,669
-7,651
-19% -$310K 0.32% 74
2018
Q1
$1.74M Buy
40,320
+1,644
+4% +$70.7K 0.42% 58
2017
Q4
$1.86M Buy
+38,676
New +$1.86M 0.44% 49