Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$10.1K Sell
204
-114
-36% -$5.64K ﹤0.01% 617
2024
Q3
$14.4K Sell
318
-451
-59% -$20.4K ﹤0.01% 564
2024
Q2
$33.5K Sell
769
-354
-32% -$15.4K ﹤0.01% 472
2024
Q1
$44.2K Sell
1,123
-19,403
-95% -$764K ﹤0.01% 441
2023
Q4
$832K Sell
20,526
-328
-2% -$13.3K 0.06% 225
2023
Q3
$823K Buy
20,854
+4,317
+26% +$170K 0.07% 208
2023
Q2
$655K Buy
16,537
+1,227
+8% +$48.6K 0.06% 229
2023
Q1
$523K Buy
15,310
+5,872
+62% +$200K 0.04% 247
2022
Q4
$294K Buy
9,438
+8,211
+669% +$256K 0.02% 285
2022
Q3
$32K Sell
1,227
-85
-6% -$2.22K ﹤0.01% 483
2022
Q2
$43K Buy
1,312
+313
+31% +$10.3K ﹤0.01% 482
2022
Q1
$34K Buy
999
+61
+7% +$2.08K ﹤0.01% 574
2021
Q4
$28K Sell
938
-12
-1% -$358 ﹤0.01% 556
2021
Q3
$25K Sell
950
-186
-16% -$4.9K ﹤0.01% 570
2021
Q2
$33K Buy
1,136
+187
+20% +$5.43K ﹤0.01% 482
2021
Q1
$28K Sell
949
-475
-33% -$14K ﹤0.01% 517
2020
Q4
$37K Buy
1,424
+424
+42% +$11K ﹤0.01% 444
2020
Q3
$20K Buy
1,000
+195
+24% +$3.9K ﹤0.01% 533
2020
Q2
$19K Sell
805
-1,161
-59% -$27.4K ﹤0.01% 503
2020
Q1
$55K Buy
1,966
+847
+76% +$23.7K 0.01% 311
2019
Q4
$44K Sell
1,119
-957
-46% -$37.6K 0.01% 431
2019
Q3
$79K Sell
2,076
-462
-18% -$17.6K 0.01% 357
2019
Q2
$106K Sell
2,538
-624
-20% -$26.1K 0.02% 296
2019
Q1
$127K Buy
+3,162
New +$127K 0.02% 280
2018
Q1
Sell
-3,250
Closed -$153K 603
2017
Q4
$153K Sell
3,250
-44
-1% -$2.07K 0.03% 192
2017
Q3
$149K Buy
3,294
+2,600
+375% +$118K 0.02% 327
2017
Q2
$29K Sell
694
-298
-30% -$12.5K 0.01% 243
2017
Q1
$37K Sell
992
-1,173
-54% -$43.8K 0.01% 219
2016
Q4
$79K Buy
2,165
+698
+48% +$25.5K 0.01% 186
2016
Q3
$50K Buy
1,467
+190
+15% +$6.48K 0.01% 230
2016
Q2
$35K Sell
1,277
-25
-2% -$685 0.01% 250
2016
Q1
$39K Sell
1,302
-527
-29% -$15.8K 0.01% 280
2015
Q4
$54K Buy
1,829
+582
+47% +$17.2K 0.01% 206
2015
Q3
$44K Buy
+1,247
New +$44K 0.01% 226
2015
Q2
Sell
-1,710
Closed -$64K 471
2015
Q1
$64K Buy
+1,710
New +$64K 0.01% 197