Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4
Closed -$618 1369
2024
Q3
$618 Hold
4
﹤0.01% 1194
2024
Q2
$559 Hold
4
﹤0.01% 1083
2024
Q1
$484 Buy
4
+2
+100% +$242 ﹤0.01% 1117
2023
Q4
$212 Hold
2
﹤0.01% 1233
2023
Q3
$146 Buy
+2
New +$146 ﹤0.01% 1167
2023
Q2
Sell
-292
Closed -$22.7K 1110
2023
Q1
$22.7K Buy
+292
New +$22.7K ﹤0.01% 915
2021
Q1
$1.77M Buy
22,779
+7,060
+45% +$548K 0.03% 409
2020
Q4
$1.3M Sell
15,719
-4,387
-22% -$364K 0.02% 457
2020
Q3
$1.53M Buy
20,106
+9,944
+98% +$755K 0.03% 378
2020
Q2
$745K Buy
+10,162
New +$745K 0.02% 521