Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-219
Closed -$2.19K 1531
2024
Q2
$2.19K Hold
219
﹤0.01% 1053
2024
Q1
$2.56K Sell
219
-418
-66% -$4.89K ﹤0.01% 1043
2023
Q4
$7.28K Hold
637
﹤0.01% 984
2023
Q3
$7.47K Buy
637
+157
+33% +$1.84K ﹤0.01% 924
2023
Q2
$5.59K Hold
480
﹤0.01% 964
2023
Q1
$5.73K Buy
+480
New +$5.73K ﹤0.01% 1036
2022
Q1
Sell
-10,429
Closed -$110K 1031
2021
Q4
$110K Buy
10,429
+325
+3% +$3.43K ﹤0.01% 965
2021
Q3
$109K Buy
+10,104
New +$109K ﹤0.01% 940