Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17
Closed -$163 1193
2023
Q4
$163 Sell
17
-142
-89% -$1.36K ﹤0.01% 1250
2023
Q3
$1.41K Buy
+159
New +$1.41K ﹤0.01% 1068
2023
Q2
Sell
-376
Closed -$4.28K 1074
2023
Q1
$4.28K Buy
+376
New +$4.28K ﹤0.01% 1060
2021
Q1
$373K Sell
32,017
-5,197
-14% -$60.5K 0.01% 743
2020
Q4
$438K Sell
37,214
-20
-0.1% -$235 0.01% 690
2020
Q3
$412K Buy
+37,234
New +$412K 0.01% 666
2020
Q1
Sell
-13,547
Closed -$147K 829
2019
Q4
$147K Buy
13,547
+388
+3% +$4.21K ﹤0.01% 906
2019
Q3
$128K Buy
+13,159
New +$128K ﹤0.01% 879