Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$8.55K Hold
34
﹤0.01% 638
2024
Q3
$7.49K Hold
34
﹤0.01% 664
2024
Q2
$5.86K Sell
34
-5
-13% -$861 ﹤0.01% 745
2024
Q1
$7.39K Hold
39
﹤0.01% 709
2023
Q4
$6.98K Buy
39
+2
+5% +$358 ﹤0.01% 708
2023
Q3
$5.96K Sell
37
-4,064
-99% -$655K ﹤0.01% 705
2023
Q2
$600K Buy
4,101
+32
+0.8% +$4.68K 0.05% 234
2023
Q1
$593K Buy
4,069
+558
+16% +$81.3K 0.05% 240
2022
Q4
$504K Buy
3,511
+408
+13% +$58.6K 0.04% 245
2022
Q3
$449K Sell
3,103
-1
-0% -$145 0.05% 241
2022
Q2
$475K Buy
3,104
+577
+23% +$88.3K 0.05% 241
2022
Q1
$528K Buy
2,527
+690
+38% +$144K 0.05% 235
2021
Q4
$450K Buy
1,837
+292
+19% +$71.5K 0.04% 235
2021
Q3
$307K Buy
1,545
+160
+12% +$31.8K 0.03% 263
2021
Q2
$259K Buy
1,385
+178
+15% +$33.3K 0.03% 270
2021
Q1
$252K Buy
1,207
+4
+0.3% +$835 0.03% 250
2020
Q4
$212K Buy
1,203
+59
+5% +$10.4K 0.03% 253
2020
Q3
$140K Sell
1,144
-5
-0.4% -$612 0.02% 261
2020
Q2
$160K Buy
1,149
+97
+9% +$13.5K 0.02% 237
2020
Q1
$112K Buy
1,052
+130
+14% +$13.8K 0.02% 252
2019
Q4
$129K Sell
922
-205
-18% -$28.7K 0.02% 290
2019
Q3
$158K Buy
1,127
+5
+0.4% +$701 0.02% 282
2019
Q2
$163K Buy
1,122
+62
+6% +$9.01K 0.02% 255
2019
Q1
$166K Buy
+1,060
New +$166K 0.03% 247
2018
Q2
Sell
-1,077
Closed -$156K 525
2018
Q1
$156K Buy
1,077
+60
+6% +$8.69K 0.03% 159
2017
Q4
$133K Buy
1,017
+7
+0.7% +$915 0.02% 204
2017
Q3
$122K Buy
1,010
+1,004
+16,733% +$121K 0.02% 358
2017
Q2
$1K Sell
6
-10
-63% -$1.67K ﹤0.01% 634
2017
Q1
$2K Sell
16
-12
-43% -$1.5K ﹤0.01% 630
2016
Q4
$4K Hold
28
﹤0.01% 651
2016
Q3
$3K Sell
28
-1
-3% -$107 ﹤0.01% 666
2016
Q2
$3K Buy
29
+1
+4% +$103 ﹤0.01% 641
2016
Q1
$3K Hold
28
﹤0.01% 703
2015
Q4
$3K Sell
28
-23
-45% -$2.46K ﹤0.01% 673
2015
Q3
$6K Buy
+51
New +$6K ﹤0.01% 577
2015
Q2
Sell
-51
Closed -$6K 425
2015
Q1
$6K Buy
+51
New +$6K ﹤0.01% 620