Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$61.9K Sell
270
-1
-0.4% -$229 0.01% 517
2024
Q2
$54.7K Buy
271
+88
+48% +$17.8K 0.01% 507
2024
Q1
$35.7K Sell
183
-21
-10% -$4.1K 0.01% 613
2023
Q4
$31.5K Sell
204
-70
-26% -$10.8K 0.01% 591
2023
Q3
$35.4K Buy
274
+34
+14% +$4.4K 0.01% 524
2023
Q2
$24.8K Hold
240
0.01% 601
2023
Q1
$24.8K Hold
240
0.01% 600
2022
Q4
$24.8K Buy
240
+136
+131% +$14K 0.01% 600
2022
Q3
$9K Sell
104
-161
-61% -$13.9K ﹤0.01% 903
2022
Q2
$25K Buy
265
+17
+7% +$1.6K 0.01% 681
2022
Q1
$28K Buy
248
+28
+13% +$3.16K 0.01% 672
2021
Q4
$31K Hold
220
0.01% 628
2021
Q3
$30K Hold
220
0.01% 637
2021
Q2
$31K Sell
220
-20
-8% -$2.82K 0.01% 637
2021
Q1
$29K Hold
240
0.01% 621
2020
Q4
$31K Buy
240
+11
+5% +$1.42K 0.01% 570
2020
Q3
$36 Sell
229
-19
-8% -$3 0.01% 545
2020
Q2
$35K Sell
248
-86
-26% -$12.1K 0.01% 541
2020
Q1
$37K Sell
334
-6
-2% -$665 0.02% 500
2019
Q4
$46K Sell
340
-939
-73% -$127K 0.02% 453
2019
Q3
$151K Buy
1,279
+16
+1% +$1.89K 0.05% 253
2019
Q2
$172K Sell
1,263
-27
-2% -$3.68K 0.07% 215
2019
Q1
$149K Buy
1,290
+28
+2% +$3.23K 0.06% 228
2018
Q4
$126K Buy
+1,262
New +$126K 0.06% 237