Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2
Closed -$384 685
2024
Q3
$384 Buy
+2
New +$384 ﹤0.01% 675
2023
Q2
Sell
-364
Closed -$55.3K 910
2023
Q1
$55.3K Sell
364
-35
-9% -$5.32K 0.01% 302
2022
Q4
$54K Buy
399
+146
+58% +$19.8K 0.01% 300
2022
Q3
$29K Buy
253
+44
+21% +$5.04K 0.01% 393
2022
Q2
$25K Buy
+209
New +$25K 0.01% 381
2021
Q3
Sell
-25
Closed -$4K 414
2021
Q2
$4K Sell
25
-18
-42% -$2.88K ﹤0.01% 344
2021
Q1
$6K Hold
43
﹤0.01% 344
2020
Q4
$5K Sell
43
-21
-33% -$2.44K ﹤0.01% 353
2020
Q3
$7K Buy
+64
New +$7K ﹤0.01% 294