Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$8.64K Sell
168
-12
-7% -$617 ﹤0.01% 636
2024
Q3
$9.21K Hold
180
﹤0.01% 634
2024
Q2
$8.24K Sell
180
-166
-48% -$7.6K ﹤0.01% 698
2024
Q1
$16.4K Hold
346
﹤0.01% 582
2023
Q4
$16.5K Buy
346
+18
+5% +$856 ﹤0.01% 570
2023
Q3
$14.6K Hold
328
﹤0.01% 567
2023
Q2
$17.1K Sell
328
-29
-8% -$1.52K ﹤0.01% 544
2023
Q1
$21.2K Sell
357
-285
-44% -$17K ﹤0.01% 531
2022
Q4
$31.6K Buy
642
+283
+79% +$13.9K ﹤0.01% 506
2022
Q3
$15K Buy
359
+23
+7% +$961 ﹤0.01% 595
2022
Q2
$17K Sell
336
-32
-9% -$1.62K ﹤0.01% 636
2022
Q1
$24K Buy
368
+26
+8% +$1.7K ﹤0.01% 648
2021
Q4
$26K Hold
342
﹤0.01% 576
2021
Q3
$23K Hold
342
﹤0.01% 588
2021
Q2
$23K Buy
342
+2
+0.6% +$135 ﹤0.01% 563
2021
Q1
$22K Hold
340
﹤0.01% 558
2020
Q4
$18K Buy
340
+7
+2% +$371 ﹤0.01% 574
2020
Q3
$13K Sell
333
-10
-3% -$390 ﹤0.01% 626
2020
Q2
$13K Buy
343
+173
+102% +$6.56K ﹤0.01% 580
2020
Q1
$6K Sell
170
-94
-36% -$3.32K ﹤0.01% 685
2019
Q4
$19K Hold
264
﹤0.01% 616
2019
Q3
$17K Sell
264
-26
-9% -$1.67K ﹤0.01% 620
2019
Q2
$18K Sell
290
-17
-6% -$1.06K ﹤0.01% 566
2019
Q1
$16K Buy
307
+70
+30% +$3.65K ﹤0.01% 611
2018
Q4
$13K Sell
237
-20
-8% -$1.1K 0.01% 313
2018
Q3
$19K Buy
257
+8
+3% +$591 ﹤0.01% 495
2018
Q2
$20K Buy
+249
New +$20K 0.01% 277
2017
Q4
Sell
-211
Closed -$20K 978
2017
Q3
$20K Buy
+211
New +$20K ﹤0.01% 739
2017
Q2
Sell
-75
Closed -$8K 737
2017
Q1
$8K Sell
75
-75
-50% -$8K ﹤0.01% 424
2016
Q4
$16K Sell
150
-97
-39% -$10.3K ﹤0.01% 425
2016
Q3
$27K Buy
247
+85
+52% +$9.29K 0.01% 322
2016
Q2
$18K Sell
162
-84
-34% -$9.33K ﹤0.01% 356
2016
Q1
$29K Sell
246
-9
-4% -$1.06K 0.01% 318
2015
Q4
$26K Buy
255
+12
+5% +$1.22K ﹤0.01% 313
2015
Q3
$27K Buy
+243
New +$27K 0.01% 299
2015
Q2
Sell
-152
Closed -$17K 741
2015
Q1
$17K Buy
+152
New +$17K ﹤0.01% 413