Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$45.5K Hold
333
0.02% 317
2024
Q2
$34K Sell
333
-65
-16% -$6.64K 0.01% 337
2024
Q1
$35.3K Sell
398
-58
-13% -$5.15K 0.01% 342
2023
Q4
$41.7K Sell
456
-942
-67% -$86K 0.02% 316
2023
Q3
$109K Sell
1,398
-25
-2% -$1.96K 0.05% 202
2023
Q2
$119K Buy
1,423
+664
+87% +$55.6K 0.05% 196
2023
Q1
$66.7K Sell
759
-183
-19% -$16.1K 0.03% 242
2022
Q4
$94.4K Buy
942
+4
+0.4% +$401 0.05% 206
2022
Q3
$87K Buy
938
+53
+6% +$4.92K 0.05% 205
2022
Q2
$96K Sell
885
-419
-32% -$45.5K 0.05% 201
2022
Q1
$162K Buy
1,304
+539
+70% +$67K 0.07% 170
2021
Q4
$114K Sell
765
-57
-7% -$8.49K 0.05% 188
2021
Q3
$121K Hold
822
0.06% 176
2021
Q2
$137K Hold
822
0.07% 165
2021
Q1
$132K Buy
822
+2
+0.2% +$321 0.07% 163
2020
Q4
$120K Buy
820
+2
+0.2% +$293 0.07% 170
2020
Q3
$110K Buy
818
+295
+56% +$39.7K 0.07% 171
2020
Q2
$68K Hold
523
0.05% 204
2020
Q1
$60K Hold
523
0.05% 203
2019
Q4
$77K Buy
+523
New +$77K 0.05% 206