Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5.82K Buy
172
+17
+11% +$575 ﹤0.01% 685
2024
Q3
$6.34K Sell
155
-128
-45% -$5.23K ﹤0.01% 678
2024
Q2
$10.9K Buy
283
+42
+17% +$1.62K ﹤0.01% 651
2024
Q1
$10.3K Buy
241
+13
+6% +$557 ﹤0.01% 666
2023
Q4
$8.45K Buy
228
+9
+4% +$334 ﹤0.01% 687
2023
Q3
$7.94K Buy
219
+117
+115% +$4.24K ﹤0.01% 664
2023
Q2
$3.64K Sell
102
-4
-4% -$143 ﹤0.01% 769
2023
Q1
$3.77K Sell
106
-177
-63% -$6.3K ﹤0.01% 762
2022
Q4
$9.95K Sell
283
-102
-26% -$3.58K ﹤0.01% 723
2022
Q3
$11K Sell
385
-227
-37% -$6.49K ﹤0.01% 648
2022
Q2
$33K Buy
612
+116
+23% +$6.26K ﹤0.01% 521
2022
Q1
$27K Buy
496
+80
+19% +$4.36K ﹤0.01% 622
2021
Q4
$23K Hold
416
﹤0.01% 597
2021
Q3
$20K Sell
416
-633
-60% -$30.4K ﹤0.01% 614
2021
Q2
$52K Sell
1,049
-1,017
-49% -$50.4K 0.01% 425
2021
Q1
$92K Sell
2,066
-16
-0.8% -$712 0.01% 349
2020
Q4
$96K Sell
2,082
-31,187
-94% -$1.44M 0.01% 320
2020
Q3
$1.57M Sell
33,269
-7,269
-18% -$342K 0.22% 51
2020
Q2
$2.07M Sell
40,538
-972
-2% -$49.6K 0.3% 37
2020
Q1
$1.97M Buy
41,510
+3,682
+10% +$174K 0.34% 32
2019
Q4
$2.22M Sell
37,828
-2,853
-7% -$168K 0.32% 30
2019
Q3
$2.17M Buy
40,681
+1,281
+3% +$68.3K 0.31% 32
2019
Q2
$1.97M Buy
39,400
+1,822
+5% +$91.1K 0.29% 30
2019
Q1
$1.96M Buy
37,578
+14,737
+65% +$770K 0.32% 34
2018
Q4
$1.09M Sell
22,841
-12,736
-36% -$608K 0.8% 22
2018
Q3
$1.79M Buy
35,577
+1,179
+3% +$59.2K 0.42% 26
2018
Q2
$1.73M Buy
+34,398
New +$1.73M 1.19% 14
2017
Q4
Sell
-24,746
Closed -$1.26M 759
2017
Q3
$1.26M Buy
24,746
+23,859
+2,690% +$1.21M 0.18% 77
2017
Q2
$48K Sell
887
-53
-6% -$2.87K 0.01% 214
2017
Q1
$51K Buy
940
+68
+8% +$3.69K 0.01% 197
2016
Q4
$42K Sell
872
-272
-24% -$13.1K 0.01% 263
2016
Q3
$61K Buy
1,144
+645
+129% +$34.4K 0.01% 211
2016
Q2
$27K Sell
499
-255
-34% -$13.8K ﹤0.01% 281
2016
Q1
$41K Sell
754
-19
-2% -$1.03K 0.01% 274
2015
Q4
$39K Buy
773
+78
+11% +$3.94K 0.01% 243
2015
Q3
$36K Buy
+695
New +$36K 0.01% 259
2015
Q2
Sell
-1,134
Closed -$66K 455
2015
Q1
$66K Buy
+1,134
New +$66K 0.01% 194