Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10
Closed -$733 1312
2024
Q2
$733 Hold
10
﹤0.01% 1113
2024
Q1
$871 Hold
10
﹤0.01% 1010
2023
Q4
$767 Buy
+10
New +$767 ﹤0.01% 1001
2023
Q3
Sell
-60
Closed -$5.02K 622
2023
Q2
$5.02K Buy
60
+10
+20% +$837 ﹤0.01% 805
2023
Q1
$3.21K Sell
50
-55
-52% -$3.54K ﹤0.01% 824
2022
Q4
$6.39K Buy
+105
New +$6.39K ﹤0.01% 710
2022
Q3
Sell
-305
Closed -$28K 904
2022
Q2
$28K Sell
305
-165
-35% -$15.1K 0.01% 473
2022
Q1
$45K Buy
470
+335
+248% +$32.1K 0.01% 422
2021
Q4
$18K Buy
+135
New +$18K ﹤0.01% 542
2021
Q2
Sell
-170
Closed -$23K 960
2021
Q1
$23K Buy
+170
New +$23K 0.01% 384