Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$60.2K Buy
969
+25
+3% +$1.55K 0.01% 522
2024
Q2
$53.9K Buy
944
+345
+58% +$19.7K 0.01% 510
2024
Q1
$34.5K Sell
599
-339
-36% -$19.5K 0.01% 623
2023
Q4
$64.1K Sell
938
-141
-13% -$9.63K 0.01% 429
2023
Q3
$61.4K Buy
1,079
+422
+64% +$24K 0.01% 415
2023
Q2
$40.7K Hold
657
0.01% 479
2023
Q1
$40.7K Hold
657
0.01% 478
2022
Q4
$40.7K Buy
657
+140
+27% +$8.68K 0.01% 478
2022
Q3
$25K Sell
517
-93
-15% -$4.5K 0.01% 669
2022
Q2
$31K Buy
610
+284
+87% +$14.4K 0.01% 614
2022
Q1
$23K Buy
326
+44
+16% +$3.1K 0.01% 726
2021
Q4
$15K Sell
282
-22
-7% -$1.17K ﹤0.01% 811
2021
Q3
$15K Buy
304
+29
+11% +$1.43K ﹤0.01% 795
2021
Q2
$18K Buy
275
+155
+129% +$10.1K ﹤0.01% 767
2021
Q1
$7K Buy
120
+75
+167% +$4.38K ﹤0.01% 954
2020
Q4
$3K Hold
45
﹤0.01% 977
2020
Q3
$2 Hold
45
﹤0.01% 1046
2020
Q2
$2K Sell
45
-133
-75% -$5.91K ﹤0.01% 904
2020
Q1
$6K Hold
178
﹤0.01% 824
2019
Q4
$9K Hold
178
﹤0.01% 749
2019
Q3
$8K Hold
178
﹤0.01% 771
2019
Q2
$9K Sell
178
-294
-62% -$14.9K ﹤0.01% 738
2019
Q1
$23K Sell
472
-89
-16% -$4.34K 0.01% 561
2018
Q4
$24K Buy
+561
New +$24K 0.01% 538