Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$39K Buy
293
+203
+226% +$27K ﹤0.01% 443
2024
Q3
$12.2K Sell
90
-45
-33% -$6.11K ﹤0.01% 596
2024
Q2
$19.9K Hold
135
﹤0.01% 551
2024
Q1
$20.6K Sell
135
-6
-4% -$916 ﹤0.01% 542
2023
Q4
$20.3K Hold
141
﹤0.01% 530
2023
Q3
$21.6K Hold
141
﹤0.01% 503
2023
Q2
$19.2K Sell
141
-13
-8% -$1.77K ﹤0.01% 531
2023
Q1
$20.4K Buy
154
+3
+2% +$397 ﹤0.01% 540
2022
Q4
$21.4K Sell
151
-149
-50% -$21.1K ﹤0.01% 560
2022
Q3
$33K Buy
300
+144
+92% +$15.8K ﹤0.01% 477
2022
Q2
$17K Buy
156
+16
+11% +$1.74K ﹤0.01% 631
2022
Q1
$15K Buy
140
+22
+19% +$2.36K ﹤0.01% 723
2021
Q4
$9K Buy
118
+58
+97% +$4.42K ﹤0.01% 764
2021
Q3
$5K Sell
60
-3
-5% -$250 ﹤0.01% 821
2021
Q2
$6K Buy
63
+3
+5% +$286 ﹤0.01% 804
2021
Q1
$4K Sell
60
-70
-54% -$4.67K ﹤0.01% 827
2020
Q4
$7K Buy
130
+51
+65% +$2.75K ﹤0.01% 739
2020
Q3
$3K Hold
79
﹤0.01% 886
2020
Q2
$4K Buy
79
+35
+80% +$1.77K ﹤0.01% 773
2020
Q1
$1K Sell
44
-165
-79% -$3.75K ﹤0.01% 859
2019
Q4
$14K Sell
209
-32
-13% -$2.14K ﹤0.01% 670
2019
Q3
$15K Sell
241
-113
-32% -$7.03K ﹤0.01% 635
2019
Q2
$23K Buy
354
+145
+69% +$9.42K ﹤0.01% 524
2019
Q1
$13K Sell
209
-6
-3% -$373 ﹤0.01% 644
2018
Q4
$9K Buy
+215
New +$9K 0.01% 335
2018
Q3
Sell
-256
Closed -$17K 813
2018
Q2
$17K Buy
+256
New +$17K 0.01% 293
2018
Q1
Sell
-260
Closed -$12K 594
2017
Q4
$12K Buy
260
+59
+29% +$2.72K ﹤0.01% 456
2017
Q3
$9K Buy
+201
New +$9K ﹤0.01% 850
2017
Q2
Sell
-26
Closed -$1K 696
2017
Q1
$1K Sell
26
-136
-84% -$5.23K ﹤0.01% 679
2016
Q4
$10K Buy
162
+36
+29% +$2.22K ﹤0.01% 511
2016
Q3
$6K Buy
126
+1
+0.8% +$48 ﹤0.01% 576
2016
Q2
$7K Hold
125
﹤0.01% 507
2016
Q1
$7K Sell
125
-55
-31% -$3.08K ﹤0.01% 585
2015
Q4
$7K Sell
180
-36
-17% -$1.4K ﹤0.01% 548
2015
Q3
$14K Buy
+216
New +$14K ﹤0.01% 417
2015
Q2
Sell
-309
Closed -$21K 461
2015
Q1
$21K Buy
+309
New +$21K ﹤0.01% 361