Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,591
Closed -$22.4K 262
2024
Q1
$22.4K Sell
7,591
-892
-11% -$2.64K 0.01% 258
2023
Q4
$34.1K Sell
8,483
-1,500
-15% -$6.03K 0.01% 248
2023
Q3
$26.6K Sell
9,983
-1,017
-9% -$2.71K 0.01% 235
2023
Q2
$41.3K Sell
11,000
-500
-4% -$1.88K 0.01% 247
2023
Q1
$56.6K Hold
11,500
0.02% 236
2022
Q4
$75.2K Buy
11,500
+5,084
+79% +$33.2K 0.03% 227
2022
Q3
$51K Sell
6,416
-167
-3% -$1.33K 0.02% 230
2022
Q2
$47K Hold
6,583
0.02% 235
2022
Q1
$82K Hold
6,583
0.03% 247
2021
Q4
$78K Sell
6,583
-833
-11% -$9.87K 0.02% 245
2021
Q3
$101K Buy
7,416
+333
+5% +$4.54K 0.03% 234
2021
Q2
$124K Buy
7,083
+500
+8% +$8.75K 0.04% 245
2021
Q1
$161K Sell
6,583
-4,067
-38% -$99.5K 0.05% 220
2020
Q4
$339K Hold
10,650
0.12% 147
2020
Q3
$158K Sell
10,650
-708
-6% -$10.5K 0.07% 181
2020
Q2
$121K Sell
11,358
-1,500
-12% -$16K 0.05% 184
2020
Q1
$90K Sell
12,858
-333
-3% -$2.33K 0.04% 171
2019
Q4
$197K Sell
13,191
-244
-2% -$3.64K 0.07% 199
2019
Q3
$220K Buy
13,435
+727
+6% +$11.9K 0.08% 191
2019
Q2
$410K Sell
12,708
-150
-1% -$4.84K 0.14% 119
2019
Q1
$433K Hold
12,858
0.15% 116
2018
Q4
$277K Sell
12,858
-1,083
-8% -$23.3K 0.11% 148
2018
Q3
$179K Buy
13,941
+542
+4% +$6.96K 0.06% 209
2018
Q2
$196K Sell
13,399
-84
-0.6% -$1.23K 0.07% 204
2018
Q1
$202K Buy
13,483
+2,341
+21% +$35.1K 0.07% 204
2017
Q4
$294K Sell
11,142
-333
-3% -$8.79K 0.11% 162
2017
Q3
$337K Sell
11,475
-542
-5% -$15.9K 0.13% 146
2017
Q2
$364K Sell
12,017
-3,000
-20% -$90.9K 0.14% 136
2017
Q1
$418K Buy
+15,017
New +$418K 0.15% 126