Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-147
Closed -$22.3K 500
2024
Q2
$22.3K Hold
147
0.01% 400
2024
Q1
$24.2K Buy
+147
New +$24.2K 0.01% 373
2023
Q4
Sell
-147
Closed -$20.2K 474
2023
Q3
$20.2K Sell
147
-3
-2% -$412 0.01% 381
2023
Q2
$19K Sell
150
-167
-53% -$21.2K 0.01% 384
2023
Q1
$39K Hold
317
0.02% 266
2022
Q4
$27K Buy
317
+8
+3% +$681 0.01% 318
2022
Q3
$33K Hold
309
0.02% 284
2022
Q2
$28K Hold
309
0.01% 314
2022
Q1
$53K Buy
309
+39
+14% +$6.69K 0.02% 255
2021
Q4
$45K Hold
270
0.02% 279
2021
Q3
$45K Sell
270
-1
-0.4% -$167 0.02% 278
2021
Q2
$39K Buy
271
+191
+239% +$27.5K 0.02% 296
2021
Q1
$15K Buy
+80
New +$15K 0.01% 457