Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-26
Closed -$6.31K 785
2024
Q3
$6.31K Sell
26
-20
-43% -$4.85K ﹤0.01% 544
2024
Q2
$10.1K Buy
46
+20
+77% +$4.39K ﹤0.01% 689
2024
Q1
$5.85K Buy
+26
New +$5.85K ﹤0.01% 703
2023
Q3
Sell
-14
Closed -$3.15K 871
2023
Q2
$3.15K Sell
14
-177
-93% -$39.8K ﹤0.01% 506
2023
Q1
$36.5K Sell
191
-131
-41% -$25.1K 0.01% 345
2022
Q4
$59.5K Sell
322
-520
-62% -$96K 0.01% 290
2022
Q3
$140K Buy
842
+68
+9% +$11.3K 0.03% 186
2022
Q2
$160K Buy
774
+717
+1,258% +$148K 0.04% 160
2022
Q1
$14K Sell
57
-9
-14% -$2.21K ﹤0.01% 336
2021
Q4
$16K Hold
66
﹤0.01% 285
2021
Q3
$13K Hold
66
﹤0.01% 245
2021
Q2
$14K Hold
66
﹤0.01% 245
2021
Q1
$13K Buy
66
+13
+25% +$2.56K ﹤0.01% 255
2020
Q4
$10K Buy
53
+25
+89% +$4.72K ﹤0.01% 268
2020
Q3
$5K Hold
28
﹤0.01% 367
2020
Q2
$4K Buy
+28
New +$4K ﹤0.01% 190