Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-324
Closed -$12.4K 1100
2023
Q4
$12.4K Hold
324
﹤0.01% 792
2023
Q3
$11.6K Buy
+324
New +$11.6K ﹤0.01% 910
2023
Q2
Sell
-800
Closed -$32.8K 1279
2023
Q1
$32.8K Hold
800
﹤0.01% 789
2022
Q4
$31K Hold
800
﹤0.01% 776
2022
Q3
$33K Hold
800
﹤0.01% 774
2022
Q2
$37K Hold
800
﹤0.01% 753
2022
Q1
$46K Hold
800
﹤0.01% 758
2021
Q4
$48K Hold
800
﹤0.01% 761
2021
Q3
$42K Hold
800
﹤0.01% 806
2021
Q2
$39K Hold
800
﹤0.01% 833
2021
Q1
$35K Sell
800
-21,500
-96% -$941K ﹤0.01% 785
2020
Q4
$857K Buy
22,300
+21,500
+2,688% +$826K 0.02% 305
2020
Q3
$26K Hold
800
﹤0.01% 787
2020
Q2
$30K Hold
800
﹤0.01% 746
2020
Q1
$29K Hold
800
﹤0.01% 585
2019
Q4
$37K Buy
+800
New +$37K ﹤0.01% 656