Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-98
Closed -$17K 591
2024
Q3
$17K Hold
98
﹤0.01% 323
2024
Q2
$17K Hold
98
﹤0.01% 330
2024
Q1
$13.3K Buy
+98
New +$13.3K ﹤0.01% 365
2023
Q4
Sell
-134
Closed -$11.6K 746
2023
Q3
$11.6K Buy
+134
New +$11.6K ﹤0.01% 382
2021
Q1
Sell
-4
Closed 605
2020
Q4
$0 Hold
4
﹤0.01% 530
2020
Q3
$0 Sell
4
-123
-97% ﹤0.01% 510
2020
Q2
$7K Buy
127
+121
+2,017% +$6.67K ﹤0.01% 222
2020
Q1
$0 Sell
6
-16
-73% ﹤0.01% 482
2019
Q4
$1K Sell
22
-7
-24% -$318 ﹤0.01% 460
2019
Q3
$1K Hold
29
﹤0.01% 437
2019
Q2
$1K Sell
29
-1,829
-98% -$63.1K ﹤0.01% 483
2019
Q1
$76K Buy
+1,858
New +$76K 0.04% 195