Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-152
Closed -$2.14K 2368
2024
Q2
$2.14K Sell
152
-33
-18% -$465 ﹤0.01% 1961
2024
Q1
$3.58K Buy
185
+33
+22% +$638 ﹤0.01% 1891
2023
Q4
$2.28K Hold
152
﹤0.01% 1993
2023
Q3
$1.6K Buy
152
+37
+32% +$390 ﹤0.01% 2049
2023
Q2
$1.1K Hold
115
﹤0.01% 2243
2023
Q1
$1.07K Buy
115
+37
+47% +$343 ﹤0.01% 2253
2022
Q4
$859 Hold
78
﹤0.01% 2289
2022
Q3
$1K Hold
78
﹤0.01% 2145
2022
Q2
$1K Sell
78
-202
-72% -$2.59K ﹤0.01% 2227
2022
Q1
$11K Buy
280
+197
+237% +$7.74K ﹤0.01% 1075
2021
Q4
$3K Buy
83
+40
+93% +$1.45K ﹤0.01% 1890
2021
Q3
$2K Buy
43
+15
+54% +$698 ﹤0.01% 1992
2021
Q2
$2K Hold
28
﹤0.01% 1777
2021
Q1
$2K Hold
28
﹤0.01% 1674
2020
Q4
$1K Buy
+28
New +$1K ﹤0.01% 1388