Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-505
Closed -$36.9K 751
2024
Q3
$36.9K Hold
505
﹤0.01% 330
2024
Q2
$30.4K Buy
505
+314
+164% +$18.9K ﹤0.01% 470
2024
Q1
$12.1K Buy
+191
New +$12.1K ﹤0.01% 596
2023
Q4
Sell
-11
Closed -$535 599
2023
Q3
$535 Sell
11
-6
-35% -$292 ﹤0.01% 385
2023
Q2
$848 Sell
17
-286
-94% -$14.3K ﹤0.01% 593
2023
Q1
$16.6K Sell
303
-90
-23% -$4.92K ﹤0.01% 466
2022
Q4
$24.1K Sell
393
-379
-49% -$23.3K ﹤0.01% 385
2022
Q3
$44K Buy
772
+163
+27% +$9.29K 0.01% 330
2022
Q2
$31K Buy
+609
New +$31K 0.01% 351
2020
Q4
Sell
-141
Closed -$6K 582
2020
Q3
$6K Buy
+141
New +$6K ﹤0.01% 332