Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$38.8K Sell
1,835
-450
-20% -$9.52K ﹤0.01% 444
2024
Q3
$44.1K Sell
2,285
-565
-20% -$10.9K ﹤0.01% 438
2024
Q2
$48.4K Sell
2,850
-995
-26% -$16.9K ﹤0.01% 442
2024
Q1
$65.9K Sell
3,845
-65
-2% -$1.12K ﹤0.01% 401
2023
Q4
$74K Sell
3,910
-10
-0.3% -$189 0.01% 378
2023
Q3
$64.6K Buy
3,920
+15
+0.4% +$247 0.01% 368
2023
Q2
$70.3K Sell
3,905
-110
-3% -$1.98K 0.01% 364
2023
Q1
$72.8K Sell
4,015
-1,085
-21% -$19.7K 0.01% 385
2022
Q4
$77.8K Buy
5,100
+900
+21% +$13.7K 0.01% 387
2022
Q3
$54K Sell
4,200
-675
-14% -$8.68K 0.01% 416
2022
Q2
$80K Buy
4,875
+190
+4% +$3.12K 0.01% 405
2022
Q1
$96K Buy
4,685
+195
+4% +$4K 0.01% 423
2021
Q4
$114K Sell
4,490
-35
-0.8% -$889 0.01% 365
2021
Q3
$100K Buy
4,525
+55
+1% +$1.22K 0.01% 373
2021
Q2
$87K Buy
4,470
+30
+0.7% +$584 0.01% 367
2021
Q1
$94K Sell
4,440
-630
-12% -$13.3K 0.01% 348
2020
Q4
$103K Sell
5,070
-2,225
-31% -$45.2K 0.01% 313
2020
Q3
$112K Buy
7,295
+2,020
+38% +$31K 0.02% 282
2020
Q2
$73K Sell
5,275
-150
-3% -$2.08K 0.01% 301
2020
Q1
$64K Buy
5,425
+150
+3% +$1.77K 0.01% 299
2019
Q4
$72K Hold
5,275
0.01% 355
2019
Q3
$62K Hold
5,275
0.01% 387
2019
Q2
$55K Sell
5,275
-1,155
-18% -$12K 0.01% 370
2019
Q1
$54K Buy
+6,430
New +$54K 0.01% 399
2018
Q4
Sell
-8,790
Closed -$107K 714
2018
Q3
$107K Buy
+8,790
New +$107K 0.03% 237
2018
Q1
Sell
-5,730
Closed -$52K 669
2017
Q4
$52K Sell
5,730
-685
-11% -$6.22K 0.01% 328
2017
Q3
$48K Buy
6,415
+5,470
+579% +$40.9K 0.01% 579
2017
Q2
$7K Sell
945
-790
-46% -$5.85K ﹤0.01% 391
2017
Q1
$12K Sell
1,735
-3,045
-64% -$21.1K ﹤0.01% 347
2016
Q4
$27K Buy
4,780
+260
+6% +$1.47K ﹤0.01% 327
2016
Q3
$30K Buy
4,520
+685
+18% +$4.55K 0.01% 303
2016
Q2
$24K Buy
3,835
+95
+3% +$595 ﹤0.01% 303
2016
Q1
$18K Buy
3,740
+90
+2% +$433 ﹤0.01% 421
2015
Q4
$16K Sell
3,650
-950
-21% -$4.16K ﹤0.01% 414
2015
Q3
$26K Buy
+4,600
New +$26K ﹤0.01% 305
2015
Q2
Sell
-3,915
Closed -$21K 667
2015
Q1
$21K Buy
+3,915
New +$21K ﹤0.01% 366