Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$18.2K Hold
54
﹤0.01% 521
2024
Q3
$17.2K Sell
54
-4
-7% -$1.28K ﹤0.01% 539
2024
Q2
$18.6K Sell
58
-8
-12% -$2.57K ﹤0.01% 566
2024
Q1
$22.9K Sell
66
-6
-8% -$2.08K ﹤0.01% 530
2023
Q4
$26.1K Buy
72
+5
+7% +$1.81K ﹤0.01% 496
2023
Q3
$19.9K Hold
67
﹤0.01% 519
2023
Q2
$22.1K Sell
67
-4
-6% -$1.32K ﹤0.01% 513
2023
Q1
$23.6K Sell
71
-5
-7% -$1.66K ﹤0.01% 517
2022
Q4
$18.4K Sell
76
-91
-54% -$22K ﹤0.01% 587
2022
Q3
$37K Sell
167
-3
-2% -$665 ﹤0.01% 463
2022
Q2
$41K Buy
170
+109
+179% +$26.3K ﹤0.01% 488
2022
Q1
$19K Buy
61
+2
+3% +$623 ﹤0.01% 677
2021
Q4
$24K Buy
59
+1
+2% +$407 ﹤0.01% 586
2021
Q3
$20K Buy
58
+1
+2% +$345 ﹤0.01% 611
2021
Q2
$20K Hold
57
﹤0.01% 584
2021
Q1
$19K Hold
57
﹤0.01% 574
2020
Q4
$21K Buy
57
+1
+2% +$368 ﹤0.01% 532
2020
Q3
$18K Hold
56
﹤0.01% 550
2020
Q2
$16K Hold
56
﹤0.01% 536
2020
Q1
$13K Sell
56
-75
-57% -$17.4K ﹤0.01% 533
2019
Q4
$34K Sell
131
-2
-2% -$519 ﹤0.01% 488
2019
Q3
$29K Sell
133
-1,646
-93% -$359K ﹤0.01% 521
2019
Q2
$364K Buy
1,779
+70
+4% +$14.3K 0.05% 132
2019
Q1
$312K Buy
1,709
+22
+1% +$4.02K 0.05% 145
2018
Q4
$241K Buy
1,687
+108
+7% +$15.4K 0.18% 63
2018
Q3
$295K Sell
1,579
-28
-2% -$5.23K 0.07% 126
2018
Q2
$280K Sell
1,607
-9
-0.6% -$1.57K 0.19% 71
2018
Q1
$253K Buy
+1,616
New +$253K 0.06% 109
2017
Q4
Sell
-1,559
Closed -$191K 617
2017
Q3
$191K Buy
1,559
+1,542
+9,071% +$189K 0.03% 272
2017
Q2
$2K Sell
17
-8
-32% -$941 ﹤0.01% 567
2017
Q1
$3K Sell
25
-10
-29% -$1.2K ﹤0.01% 568
2016
Q4
$3K Hold
35
﹤0.01% 685
2016
Q3
$4K Hold
35
﹤0.01% 621
2016
Q2
$3K Hold
35
﹤0.01% 634
2016
Q1
$3K Hold
35
﹤0.01% 694
2015
Q4
$3K Hold
35
﹤0.01% 662
2015
Q3
$3K Buy
+35
New +$3K ﹤0.01% 669
2015
Q2
Sell
-35
Closed -$3K 282
2015
Q1
$3K Buy
+35
New +$3K ﹤0.01% 712