Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-53
Closed -$3.82K 1003
2024
Q3
$3.82K Hold
53
﹤0.01% 1084
2024
Q2
$3.73K Hold
53
﹤0.01% 776
2024
Q1
$4.22K Buy
+53
New +$4.22K ﹤0.01% 769
2023
Q2
Sell
-6
Closed -$673 844
2023
Q1
$673 Hold
6
﹤0.01% 852
2022
Q4
$559 Sell
6
-11
-65% -$1.03K ﹤0.01% 863
2022
Q3
$1K Sell
17
-8
-32% -$471 ﹤0.01% 793
2022
Q2
$2.23K Buy
+25
New +$2.23K ﹤0.01% 780
2022
Q1
Sell
-37
Closed -$6K 324
2021
Q4
$6K Sell
37
-41
-53% -$6.65K ﹤0.01% 735
2021
Q3
$12K Buy
78
+8
+11% +$1.23K 0.01% 672
2021
Q2
$12K Buy
+70
New +$12K 0.01% 647