Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$14.6K Sell
236
-152
-39% -$9.42K ﹤0.01% 556
2024
Q3
$25.3K Sell
388
-108
-22% -$7.03K ﹤0.01% 488
2024
Q2
$26.6K Sell
496
-197
-28% -$10.6K ﹤0.01% 500
2024
Q1
$36.6K Sell
693
-55
-7% -$2.9K ﹤0.01% 466
2023
Q4
$32.6K Sell
748
-42
-5% -$1.83K ﹤0.01% 464
2023
Q3
$34.8K Buy
790
+3
+0.4% +$132 ﹤0.01% 431
2023
Q2
$35.2K Sell
787
-12
-2% -$536 ﹤0.01% 436
2023
Q1
$35.5K Buy
799
+15
+2% +$666 ﹤0.01% 459
2022
Q4
$32.5K Buy
784
+47
+6% +$1.95K ﹤0.01% 499
2022
Q3
$27K Sell
737
-176
-19% -$6.45K ﹤0.01% 503
2022
Q2
$38K Sell
913
-221
-19% -$9.2K ﹤0.01% 500
2022
Q1
$65K Buy
1,134
+177
+18% +$10.1K 0.01% 471
2021
Q4
$64K Buy
957
+168
+21% +$11.2K 0.01% 430
2021
Q3
$55K Sell
789
-16
-2% -$1.12K 0.01% 442
2021
Q2
$57K Sell
805
-1
-0.1% -$71 0.01% 410
2021
Q1
$49K Sell
806
-87
-10% -$5.29K 0.01% 428
2020
Q4
$45K Buy
893
+13
+1% +$655 0.01% 411
2020
Q3
$46K Hold
880
0.01% 390
2020
Q2
$46K Sell
880
-18
-2% -$941 0.01% 356
2020
Q1
$27K Sell
898
-41
-4% -$1.23K ﹤0.01% 400
2019
Q4
$34K Sell
939
-149
-14% -$5.4K ﹤0.01% 491
2019
Q3
$42K Sell
1,088
-2
-0.2% -$77 0.01% 444
2019
Q2
$43K Sell
1,090
-133
-11% -$5.25K 0.01% 409
2019
Q1
$45K Buy
+1,223
New +$45K 0.01% 427
2018
Q1
Sell
-1,560
Closed -$59K 579
2017
Q4
$59K Sell
1,560
-33
-2% -$1.25K 0.01% 320
2017
Q3
$61K Buy
1,593
+1,418
+810% +$54.3K 0.01% 525
2017
Q2
$6K Sell
175
-105
-38% -$3.6K ﹤0.01% 405
2017
Q1
$9K Sell
280
-573
-67% -$18.4K ﹤0.01% 383
2016
Q4
$25K Buy
853
+40
+5% +$1.17K ﹤0.01% 337
2016
Q3
$26K Buy
813
+70
+9% +$2.24K ﹤0.01% 327
2016
Q2
$18K Sell
743
-107
-13% -$2.59K ﹤0.01% 352
2016
Q1
$21K Sell
850
-32
-4% -$791 ﹤0.01% 387
2015
Q4
$20K Buy
882
+69
+8% +$1.57K ﹤0.01% 359
2015
Q3
$24K Buy
+813
New +$24K ﹤0.01% 317
2015
Q2
Sell
-2,165
Closed -$53K 394
2015
Q1
$53K Buy
+2,165
New +$53K 0.01% 223