Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-71
Closed -$5.49K 735
2024
Q3
$5.49K Hold
71
﹤0.01% 568
2024
Q2
$5.21K Hold
71
﹤0.01% 791
2024
Q1
$6.19K Buy
+71
New +$6.19K ﹤0.01% 692
2023
Q3
Sell
-26
Closed -$2.18K 762
2023
Q2
$2.18K Hold
26
﹤0.01% 530
2023
Q1
$1.67K Buy
+26
New +$1.67K ﹤0.01% 730
2022
Q4
Sell
-110
Closed -$7K 1161
2022
Q3
$7K Buy
110
+19
+21% +$1.21K ﹤0.01% 761
2022
Q2
$8K Buy
+91
New +$8K ﹤0.01% 663
2021
Q3
Sell
-53
Closed -$7K 432
2021
Q2
$7K Sell
53
-51
-49% -$6.74K ﹤0.01% 303
2021
Q1
$14K Hold
104
﹤0.01% 242
2020
Q4
$10K Hold
104
﹤0.01% 263
2020
Q3
$10K Buy
+104
New +$10K ﹤0.01% 247