Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-400
Closed -$7.74K 893
2024
Q1
$7.74K Buy
+400
New +$7.74K ﹤0.01% 596
2022
Q3
Sell
-673
Closed -$9K 714
2022
Q2
$9K Sell
673
-86
-11% -$1.15K ﹤0.01% 703
2022
Q1
$29K Sell
759
-203
-21% -$7.76K 0.01% 550
2021
Q4
$41K Buy
962
+376
+64% +$16K 0.01% 489
2021
Q3
$31K Sell
586
-613
-51% -$32.4K 0.01% 303
2021
Q2
$73K Buy
1,199
+535
+81% +$32.6K 0.02% 286
2021
Q1
$42K Buy
664
+199
+43% +$12.6K 0.01% 365
2020
Q4
$23K Buy
+465
New +$23K 0.02% 294