Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-138
Closed -$12.6K 522
2023
Q4
$12.6K Hold
138
0.01% 286
2023
Q3
$10.8K Hold
138
0.01% 355
2023
Q2
$11.5K Hold
138
0.01% 365
2023
Q1
$12.1K Hold
138
0.01% 359
2022
Q4
$13.8K Hold
138
0.01% 346
2022
Q3
$13K Hold
138
0.01% 341
2022
Q2
$15K Hold
138
0.01% 335
2022
Q1
$17K Hold
138
0.01% 340
2021
Q4
$20K Sell
138
-3
-2% -$435 0.01% 345
2021
Q3
$21K Hold
141
0.01% 354
2021
Q2
$23K Buy
141
+3
+2% +$489 0.02% 341
2021
Q1
$22K Buy
+138
New +$22K 0.02% 342
2017
Q3
Sell
-25,511
Closed -$4.44M 349
2017
Q2
$4.44M Buy
+25,511
New +$4.44M 0.95% 41
2014
Q3
Sell
-102
Closed -$12K 270
2014
Q2
$12K Buy
+102
New +$12K ﹤0.01% 215