Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.4K Sell
39
-561
-94% -$20.1K ﹤0.01% 608
2024
Q2
$21K Sell
600
-1,400
-70% -$49K 0.01% 408
2024
Q1
$60.4K Hold
2,000
0.02% 275
2023
Q4
$60.2K Hold
2,000
0.02% 274
2023
Q3
$51.4K Hold
2,000
0.02% 279
2023
Q2
$61.4K Buy
+2,000
New +$61.4K 0.03% 264
2022
Q4
Sell
-727
Closed -$18K 714
2022
Q3
$18K Buy
727
+6
+0.8% +$149 0.01% 398
2022
Q2
$24K Sell
721
-996
-58% -$33.2K 0.01% 350
2022
Q1
$62K Buy
1,717
+1,004
+141% +$36.3K 0.03% 258
2021
Q4
$27K Buy
713
+5
+0.7% +$189 0.01% 371
2021
Q3
$19K Buy
708
+4
+0.6% +$107 0.01% 411
2021
Q2
$21K Buy
704
+4
+0.6% +$119 0.01% 404
2021
Q1
$22K Buy
700
+5
+0.7% +$157 0.01% 387
2020
Q4
$17K Buy
695
+6
+0.9% +$147 0.01% 401
2020
Q3
$13K Buy
689
+7
+1% +$132 0.01% 408
2020
Q2
$12K Buy
682
+46
+7% +$809 0.01% 400
2020
Q1
$11K Sell
636
-34
-5% -$588 0.01% 380
2019
Q4
$14K Buy
+670
New +$14K 0.01% 381