Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-294
Closed -$26.2K 1370
2024
Q2
$26.2K Sell
294
-157
-35% -$14K ﹤0.01% 907
2024
Q1
$37K Sell
451
-261
-37% -$21.4K ﹤0.01% 872
2023
Q4
$55.6K Buy
712
+40
+6% +$3.13K ﹤0.01% 796
2023
Q3
$47.9K Buy
672
+49
+8% +$3.5K ﹤0.01% 771
2023
Q2
$51.2K Sell
623
-87
-12% -$7.14K ﹤0.01% 789
2023
Q1
$50.1K Sell
710
-5,343
-88% -$377K ﹤0.01% 839
2022
Q4
$415K Sell
6,053
-1,429
-19% -$98K 0.01% 712
2022
Q3
$435K Buy
7,482
+473
+7% +$27.5K 0.01% 691
2022
Q2
$490K Sell
7,009
-720
-9% -$50.3K 0.01% 679
2022
Q1
$613K Sell
7,729
-282
-4% -$22.4K 0.01% 695
2021
Q4
$698K Buy
8,011
+582
+8% +$50.7K 0.01% 656
2021
Q3
$598K Buy
+7,429
New +$598K 0.01% 685
2021
Q1
$528K Sell
7,529
-1,369
-15% -$96K 0.01% 678
2020
Q4
$587K Buy
8,898
+926
+12% +$61.1K 0.01% 637
2020
Q3
$454K Sell
7,972
-388
-5% -$22.1K 0.01% 647
2020
Q2
$479K Buy
8,360
+2,468
+42% +$141K 0.01% 640
2020
Q1
$300K Buy
5,892
+1,368
+30% +$69.7K 0.01% 690
2019
Q4
$256K Sell
4,524
-321
-7% -$18.2K 0.01% 834
2019
Q3
$283K Buy
4,845
+637
+15% +$37.2K 0.01% 795
2019
Q2
$261K Buy
+4,208
New +$261K 0.01% 803