Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-315
Closed -$11.4K 548
2024
Q2
$11.4K Sell
315
-158
-33% -$5.7K ﹤0.01% 540
2024
Q1
$17.8K Buy
+473
New +$17.8K 0.01% 444
2023
Q4
Sell
-440
Closed -$17K 518
2023
Q3
$17K Sell
440
-5
-1% -$194 0.01% 415
2023
Q2
$16K Buy
445
+129
+41% +$4.64K 0.01% 421
2023
Q1
$12K Buy
+316
New +$12K 0.01% 477
2022
Q3
Sell
-865
Closed -$25K 920
2022
Q2
$25K Sell
865
-17
-2% -$491 0.01% 338
2022
Q1
$26K Sell
882
-37
-4% -$1.09K 0.01% 351
2021
Q4
$24K Hold
919
0.01% 386
2021
Q3
$25K Buy
919
+268
+41% +$7.29K 0.01% 364
2021
Q2
$15K Sell
651
-565
-46% -$13K 0.01% 474
2021
Q1
$30K Buy
1,216
+234
+24% +$5.77K 0.01% 329
2020
Q4
$20K Buy
982
+400
+69% +$8.15K 0.01% 385
2020
Q3
$12K Hold
582
0.01% 462
2020
Q2
$14K Hold
582
0.01% 398
2020
Q1
$14K Sell
582
-232
-29% -$5.58K 0.01% 388
2019
Q4
$31K Hold
814
0.02% 255
2019
Q3
$31K Sell
814
-239
-23% -$9.1K 0.02% 246
2019
Q2
$43K Sell
1,053
-71
-6% -$2.9K 0.03% 217
2019
Q1
$49K Sell
1,124
-16
-1% -$698 0.04% 207
2018
Q4
$42K Sell
1,140
-17
-1% -$626 0.04% 209
2018
Q3
$45 Sell
1,157
-19
-2% -$1 0.03% 215
2018
Q2
$50 Buy
1,176
+222
+23% +$9 0.03% 224
2018
Q1
$36K Sell
954
-568
-37% -$21.4K 0.03% 252
2017
Q4
$59K Buy
+1,522
New +$59K 0.05% 204