Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$14.6K Hold
134
﹤0.01% 555
2024
Q3
$15.4K Sell
134
-17
-11% -$1.95K ﹤0.01% 551
2024
Q2
$15.1K Sell
151
-93
-38% -$9.28K ﹤0.01% 600
2024
Q1
$27K Sell
244
-6
-2% -$663 ﹤0.01% 507
2023
Q4
$26.8K Hold
250
﹤0.01% 492
2023
Q3
$24.6K Hold
250
﹤0.01% 476
2023
Q2
$26.4K Hold
250
﹤0.01% 482
2023
Q1
$24.1K Sell
250
-13
-5% -$1.25K ﹤0.01% 514
2022
Q4
$22.7K Sell
263
-30
-10% -$2.58K ﹤0.01% 551
2022
Q3
$22K Sell
293
-75
-20% -$5.63K ﹤0.01% 535
2022
Q2
$29K Buy
368
+21
+6% +$1.66K ﹤0.01% 538
2022
Q1
$28K Buy
347
+18
+5% +$1.45K ﹤0.01% 612
2021
Q4
$29K Hold
329
﹤0.01% 546
2021
Q3
$28K Sell
329
-25
-7% -$2.13K ﹤0.01% 541
2021
Q2
$32K Sell
354
-20
-5% -$1.81K ﹤0.01% 488
2021
Q1
$31K Hold
374
﹤0.01% 486
2020
Q4
$30K Sell
374
-17
-4% -$1.36K ﹤0.01% 481
2020
Q3
$26K Buy
391
+7
+2% +$465 ﹤0.01% 491
2020
Q2
$24K Sell
384
-23
-6% -$1.44K ﹤0.01% 459
2020
Q1
$22K Buy
407
+43
+12% +$2.32K ﹤0.01% 438
2019
Q4
$30K Hold
364
﹤0.01% 514
2019
Q3
$29K Hold
364
﹤0.01% 524
2019
Q2
$28K Buy
+364
New +$28K ﹤0.01% 489
2019
Q1
Sell
-364
Closed -$22K 957
2018
Q4
$22K Hold
364
0.02% 257
2018
Q3
$23K Hold
364
0.01% 455
2018
Q2
$23K Sell
364
-69
-16% -$4.36K 0.02% 264
2018
Q1
$25K Hold
433
0.01% 318
2017
Q4
$24K Hold
433
﹤0.01% 394
2017
Q3
$22K Buy
433
+345
+392% +$17.5K ﹤0.01% 717
2017
Q2
$4K Sell
88
-58
-40% -$2.64K ﹤0.01% 468
2017
Q1
$7K Sell
146
-160
-52% -$7.67K ﹤0.01% 437
2016
Q4
$15K Sell
306
-180
-37% -$8.82K ﹤0.01% 432
2016
Q3
$23K Buy
486
+178
+58% +$8.42K ﹤0.01% 351
2016
Q2
$13K Sell
308
-178
-37% -$7.51K ﹤0.01% 408
2016
Q1
$23K Hold
486
﹤0.01% 359
2015
Q4
$20K Buy
486
+65
+15% +$2.68K ﹤0.01% 360
2015
Q3
$17K Buy
+421
New +$17K ﹤0.01% 390
2015
Q2
Sell
-421
Closed -$18K 446
2015
Q1
$18K Buy
+421
New +$18K ﹤0.01% 395