Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-70
Closed -$892 2518
2024
Q3
$892 Hold
70
﹤0.01% 2087
2024
Q2
$987 Buy
+70
New +$987 ﹤0.01% 2028
2022
Q1
Sell
-11,337
Closed -$484K 1188
2021
Q4
$484K Hold
11,337
0.04% 335
2021
Q3
$607K Sell
11,337
-75
-0.7% -$4.02K 0.05% 272
2021
Q2
$690K Sell
11,412
-1,732
-13% -$105K 0.07% 233
2021
Q1
$830K Buy
13,144
+13,069
+17,425% +$825K 0.09% 199
2020
Q4
$3K Hold
75
﹤0.01% 845
2020
Q3
$2K Hold
75
﹤0.01% 829
2020
Q2
$2K Hold
75
﹤0.01% 801
2020
Q1
$2K Hold
75
﹤0.01% 687
2019
Q4
$3K Hold
75
﹤0.01% 693
2019
Q3
$3K Buy
+75
New +$3K ﹤0.01% 657