Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5.81K Sell
119
-134
-53% -$6.54K ﹤0.01% 686
2024
Q3
$15.7K Sell
253
-203
-45% -$12.6K ﹤0.01% 550
2024
Q2
$26K Sell
456
-454
-50% -$25.9K ﹤0.01% 505
2024
Q1
$52.5K Sell
910
-59
-6% -$3.4K ﹤0.01% 420
2023
Q4
$66.2K Buy
969
+83
+9% +$5.67K ﹤0.01% 388
2023
Q3
$50.4K Sell
886
-28
-3% -$1.59K ﹤0.01% 388
2023
Q2
$54.5K Sell
914
-15
-2% -$895 ﹤0.01% 393
2023
Q1
$58.9K Sell
929
-125
-12% -$7.93K 0.01% 404
2022
Q4
$65.4K Buy
1,054
+69
+7% +$4.28K 0.01% 407
2022
Q3
$49K Sell
985
-608
-38% -$30.2K 0.01% 423
2022
Q2
$90K Sell
1,593
-168
-10% -$9.49K 0.01% 389
2022
Q1
$121K Buy
1,761
+325
+23% +$22.3K 0.01% 391
2021
Q4
$77K Sell
1,436
-847
-37% -$45.4K 0.01% 409
2021
Q3
$109K Buy
2,283
+859
+60% +$41K 0.01% 356
2021
Q2
$92K Buy
1,424
+742
+109% +$47.9K 0.01% 363
2021
Q1
$42K Sell
682
-60
-8% -$3.7K ﹤0.01% 444
2020
Q4
$43K Sell
742
-97
-12% -$5.62K 0.01% 419
2020
Q3
$39K Buy
839
+48
+6% +$2.23K 0.01% 416
2020
Q2
$35K Sell
791
-262
-25% -$11.6K 0.01% 392
2020
Q1
$34K Sell
1,053
-62
-6% -$2K 0.01% 365
2019
Q4
$54K Sell
1,115
-16
-1% -$775 0.01% 396
2019
Q3
$50K Buy
+1,131
New +$50K 0.01% 421
2018
Q4
Sell
-1,366
Closed -$61K 525
2018
Q3
$61K Buy
+1,366
New +$61K 0.01% 299
2017
Q4
Sell
-1,800
Closed -$65K 654
2017
Q3
$65K Buy
1,800
+1,725
+2,300% +$62.3K 0.01% 511
2017
Q2
$2K Sell
75
-76
-50% -$2.03K ﹤0.01% 573
2017
Q1
$4K Sell
151
-1,462
-91% -$38.7K ﹤0.01% 518
2016
Q4
$52K Buy
1,613
+3
+0.2% +$97 0.01% 229
2016
Q3
$49K Buy
1,610
+713
+79% +$21.7K 0.01% 232
2016
Q2
$24K Sell
897
-713
-44% -$19.1K ﹤0.01% 301
2016
Q1
$45K Buy
1,610
+98
+6% +$2.74K 0.01% 258
2015
Q4
$30K Buy
1,512
+842
+126% +$16.7K 0.01% 282
2015
Q3
$18K Buy
+670
New +$18K ﹤0.01% 376
2015
Q2
Sell
-1,232
Closed -$48K 314
2015
Q1
$48K Buy
+1,232
New +$48K 0.01% 239