Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$4.76K Sell
28
-34
-55% -$5.78K ﹤0.01% 708
2024
Q3
$10.8K Sell
62
-20
-24% -$3.47K ﹤0.01% 619
2024
Q2
$14.1K Sell
82
-23
-22% -$3.96K ﹤0.01% 607
2024
Q1
$27.4K Hold
105
﹤0.01% 505
2023
Q4
$20.9K Buy
105
+5
+5% +$998 ﹤0.01% 527
2023
Q3
$17K Hold
100
﹤0.01% 538
2023
Q2
$20.7K Hold
100
﹤0.01% 519
2023
Q1
$22.9K Sell
100
-234
-70% -$53.6K ﹤0.01% 521
2022
Q4
$64.2K Buy
334
+207
+163% +$39.8K 0.01% 409
2022
Q3
$24K Sell
127
-32
-20% -$6.05K ﹤0.01% 524
2022
Q2
$31K Buy
159
+16
+11% +$3.12K ﹤0.01% 530
2022
Q1
$31K Sell
143
-4
-3% -$867 ﹤0.01% 594
2021
Q4
$45K Hold
147
﹤0.01% 470
2021
Q3
$42K Hold
147
﹤0.01% 475
2021
Q2
$36K Buy
147
+4
+3% +$980 ﹤0.01% 471
2021
Q1
$31K Sell
143
-101
-41% -$21.9K ﹤0.01% 488
2020
Q4
$69K Sell
244
-6
-2% -$1.7K 0.01% 355
2020
Q3
$57K Sell
250
-6
-2% -$1.37K 0.01% 354
2020
Q2
$48K Buy
256
+2
+0.8% +$375 0.01% 354
2020
Q1
$36K Sell
254
-4
-2% -$567 0.01% 358
2019
Q4
$40K Sell
258
-2
-0.8% -$310 0.01% 455
2019
Q3
$37K Sell
260
-48
-16% -$6.83K 0.01% 475
2019
Q2
$42K Sell
308
-122
-28% -$16.6K 0.01% 417
2019
Q1
$53K Buy
+430
New +$53K 0.01% 403
2018
Q4
Sell
-696
Closed -$80K 665
2018
Q3
$80K Buy
+696
New +$80K 0.02% 261
2018
Q1
Sell
-697
Closed -$64K 637
2017
Q4
$64K Sell
697
-10
-1% -$918 0.01% 312
2017
Q3
$57K Buy
707
+657
+1,314% +$53K 0.01% 541
2017
Q2
$4K Sell
50
-79
-61% -$6.32K ﹤0.01% 483
2017
Q1
$9K Sell
129
-216
-63% -$15.1K ﹤0.01% 389
2016
Q4
$24K Hold
345
﹤0.01% 345
2016
Q3
$23K Buy
345
+131
+61% +$8.73K ﹤0.01% 356
2016
Q2
$14K Sell
214
-131
-38% -$8.57K ﹤0.01% 399
2016
Q1
$22K Buy
345
+18
+6% +$1.15K ﹤0.01% 374
2015
Q4
$19K Hold
327
﹤0.01% 375
2015
Q3
$20K Buy
+327
New +$20K ﹤0.01% 356
2015
Q2
Sell
-327
Closed -$20K 565
2015
Q1
$20K Buy
+327
New +$20K ﹤0.01% 379