Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-28
Closed -$6.27K 445
2024
Q2
$6.27K Sell
28
-103
-79% -$23.1K ﹤0.01% 339
2024
Q1
$33.5K Sell
131
-325
-71% -$83.1K 0.02% 240
2023
Q4
$104K Buy
456
+125
+38% +$28.4K 0.05% 172
2023
Q3
$66.8K Buy
331
+28
+9% +$5.65K 0.04% 203
2023
Q2
$55.6K Buy
303
+34
+13% +$6.24K 0.04% 197
2023
Q1
$52.4K Hold
269
0.03% 202
2022
Q4
$48K Hold
269
0.03% 207
2022
Q3
$42K Hold
269
0.03% 210
2022
Q2
$42K Buy
269
+107
+66% +$16.7K 0.03% 215
2022
Q1
$29K Hold
162
0.02% 251
2021
Q4
$33K Hold
162
0.02% 242
2021
Q3
$29K Hold
162
0.02% 244
2021
Q2
$28K Hold
162
0.02% 250
2021
Q1
$27K Hold
162
0.02% 248
2020
Q4
$21K Hold
162
0.02% 252
2020
Q3
$19K Hold
162
0.02% 258
2020
Q2
$19K Hold
162
0.02% 243
2020
Q1
$15K Hold
162
0.01% 251
2019
Q4
$23K Hold
162
0.02% 252
2019
Q3
$20K Buy
+162
New +$20K 0.02% 267