Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-224
Closed -$39.2K 778
2024
Q2
$39.2K Buy
224
+128
+133% +$22.4K ﹤0.01% 415
2024
Q1
$16.5K Buy
+96
New +$16.5K ﹤0.01% 522
2023
Q3
Sell
-4
Closed -$498 661
2023
Q2
$498 Buy
+4
New +$498 ﹤0.01% 627
2023
Q1
Sell
-36
Closed -$4.07K 865
2022
Q4
$4.07K Sell
36
-152
-81% -$17.2K ﹤0.01% 712
2022
Q3
$18K Buy
188
+40
+27% +$3.83K ﹤0.01% 488
2022
Q2
$14K Buy
+148
New +$14K ﹤0.01% 510
2021
Q4
Sell
-24
Closed -$2K 413
2021
Q3
$2K Hold
24
﹤0.01% 350
2021
Q2
$2K Hold
24
﹤0.01% 397
2021
Q1
$2K Hold
24
﹤0.01% 408
2020
Q4
$2K Hold
24
﹤0.01% 398
2020
Q3
$2K Buy
+24
New +$2K ﹤0.01% 488