Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-397
Closed -$189K 252
2024
Q3
$189K Sell
397
-83
-17% -$39.6K 0.02% 175
2024
Q2
$211K Buy
480
+205
+75% +$90K 0.02% 162
2024
Q1
$128K Sell
275
-25
-8% -$11.6K 0.01% 177
2023
Q4
$123K Buy
300
+8
+3% +$3.29K 0.01% 178
2023
Q3
$109K Buy
292
+17
+6% +$6.33K 0.01% 178
2023
Q2
$105K Hold
275
0.01% 174
2023
Q1
$97.7K Hold
275
0.01% 178
2022
Q4
$90K Hold
275
0.01% 180
2022
Q3
$74K Hold
275
0.01% 185
2022
Q2
$79K Hold
275
0.01% 185
2022
Q1
$88K Hold
275
0.01% 190
2021
Q4
$95K Hold
275
0.01% 182
2021
Q3
$81K Hold
275
0.01% 188
2021
Q2
$80K Hold
275
0.01% 194
2021
Q1
$77K Hold
275
0.01% 194
2020
Q4
$72K Hold
275
0.01% 184
2020
Q3
$65K Hold
275
0.01% 186
2020
Q2
$58K Hold
275
0.01% 193
2020
Q1
$48K Hold
275
0.01% 202
2019
Q4
$59K Hold
275
0.01% 210
2019
Q3
$53K Hold
275
0.01% 211
2019
Q2
$55K Hold
275
0.01% 219
2019
Q1
$48K Hold
275
0.01% 221
2018
Q4
$43K Buy
+275
New +$43K 0.01% 215