Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-77
Closed -$7.76K 2680
2024
Q3
$7.76K Sell
77
-406
-84% -$40.9K ﹤0.01% 1516
2024
Q2
$51.1K Hold
483
0.01% 651
2024
Q1
$67.9K Hold
483
0.01% 444
2023
Q4
$59K Hold
483
0.01% 446
2023
Q3
$37K Sell
483
-104
-18% -$7.96K ﹤0.01% 499
2023
Q2
$49.9K Sell
587
-227
-28% -$19.3K 0.01% 465
2023
Q1
$72.6K Buy
814
+9
+1% +$803 0.01% 401
2022
Q4
$56.9K Buy
805
+37
+5% +$2.61K 0.01% 428
2022
Q3
$34K Buy
768
+4
+0.5% +$177 0.01% 491
2022
Q2
$43K Sell
764
-8
-1% -$450 0.01% 446
2022
Q1
$59K Buy
772
+42
+6% +$3.21K 0.01% 427
2021
Q4
$78K Sell
730
-20
-3% -$2.14K 0.01% 389
2021
Q3
$77K Buy
750
+7
+0.9% +$719 0.01% 384
2021
Q2
$80K Buy
+743
New +$80K 0.01% 385
2020
Q4
$81K Hold
867
0.01% 333
2020
Q3
$52K Sell
867
-126
-13% -$7.56K 0.01% 375
2020
Q2
$48K Sell
993
-6
-0.6% -$290 0.01% 375
2020
Q1
$38K Sell
999
-40
-4% -$1.52K 0.01% 386
2019
Q4
$109K Buy
1,039
+19
+2% +$1.99K 0.03% 237
2019
Q3
$90K Buy
1,020
+31
+3% +$2.74K 0.03% 254
2019
Q2
$94K Buy
+989
New +$94K 0.03% 243
2018
Q4
$92K Buy
994
+131
+15% +$12.1K 0.04% 194
2018
Q3
$125K Buy
+863
New +$125K 0.05% 167