Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.22K Hold
25
﹤0.01% 808
2024
Q3
$1.65K Sell
25
-1,402
-98% -$92.5K ﹤0.01% 801
2024
Q2
$82.1K Sell
1,427
-1,106
-44% -$63.7K 0.01% 394
2024
Q1
$161K Buy
2,533
+225
+10% +$14.3K 0.01% 332
2023
Q4
$146K Sell
2,308
-292
-11% -$18.4K 0.01% 338
2023
Q3
$174K Sell
2,600
-12
-0.5% -$804 0.02% 316
2023
Q2
$273K Buy
2,612
+163
+7% +$17K 0.02% 287
2023
Q1
$299K Buy
2,449
+256
+12% +$31.3K 0.03% 279
2022
Q4
$274K Buy
2,193
+15
+0.7% +$1.87K 0.02% 293
2022
Q3
$230K Buy
2,178
+173
+9% +$18.3K 0.02% 294
2022
Q2
$215K Buy
2,005
+600
+43% +$64.3K 0.02% 304
2022
Q1
$185K Buy
1,405
+1,316
+1,479% +$173K 0.02% 330
2021
Q4
$10K Buy
89
+46
+107% +$5.17K ﹤0.01% 751
2021
Q3
$4K Sell
43
-3
-7% -$279 ﹤0.01% 853
2021
Q2
$5K Sell
46
-23
-33% -$2.5K ﹤0.01% 824
2021
Q1
$8K Sell
69
-18
-21% -$2.09K ﹤0.01% 743
2020
Q4
$10K Sell
87
-3
-3% -$345 ﹤0.01% 679
2020
Q3
$10K Hold
90
﹤0.01% 668
2020
Q2
$9K Hold
90
﹤0.01% 645
2020
Q1
$7K Sell
90
-313
-78% -$24.3K ﹤0.01% 649
2019
Q4
$40K Buy
403
+301
+295% +$29.9K 0.01% 453
2019
Q3
$9K Hold
102
﹤0.01% 723
2019
Q2
$8K Hold
102
﹤0.01% 680
2019
Q1
$8K Buy
+102
New +$8K ﹤0.01% 714
2018
Q4
Sell
-104
Closed -$8K 591
2018
Q3
$8K Buy
+104
New +$8K ﹤0.01% 587
2018
Q2
Sell
-152
Closed -$10K 527
2018
Q1
$10K Sell
152
-1,019
-87% -$67K ﹤0.01% 409
2017
Q4
$96K Hold
1,171
0.02% 238
2017
Q3
$91K Buy
+1,171
New +$91K 0.01% 448
2017
Q2
Sell
-69
Closed -$4K 689
2017
Q1
$4K Hold
69
﹤0.01% 529
2016
Q4
$3K Hold
69
﹤0.01% 698
2016
Q3
$3K Sell
69
-2
-3% -$87 ﹤0.01% 667
2016
Q2
$3K Buy
71
+2
+3% +$85 ﹤0.01% 642
2016
Q1
$3K Hold
69
﹤0.01% 705
2015
Q4
$2K Sell
69
-49
-42% -$1.42K ﹤0.01% 710
2015
Q3
$4K Buy
+118
New +$4K ﹤0.01% 633
2015
Q2
Sell
-88
Closed -$4K 431
2015
Q1
$4K Buy
+88
New +$4K ﹤0.01% 687