Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-121
Closed -$17.7K 691
2024
Q2
$17.7K Buy
121
+7
+6% +$1.02K 0.01% 457
2024
Q1
$14.9K Buy
+114
New +$14.9K 0.01% 486
2023
Q4
Sell
-112
Closed -$10.3K 658
2023
Q3
$10.3K Sell
112
-9
-7% -$829 ﹤0.01% 510
2023
Q2
$11K Buy
121
+25
+26% +$2.27K ﹤0.01% 502
2023
Q1
$9K Sell
96
-1
-1% -$94 ﹤0.01% 554
2022
Q4
$10K Sell
97
-1
-1% -$103 0.01% 504
2022
Q3
$9K Hold
98
﹤0.01% 520
2022
Q2
$10K Buy
98
+12
+14% +$1.22K ﹤0.01% 515
2022
Q1
$9K Buy
+86
New +$9K ﹤0.01% 574
2020
Q3
Sell
-86
Closed -$8K 964
2020
Q2
$8K Hold
86
0.01% 520
2020
Q1
$8K Buy
86
+5
+6% +$465 0.01% 514
2019
Q4
$8K Buy
81
+14
+21% +$1.38K 0.01% 502
2019
Q3
$6K Buy
67
+32
+91% +$2.87K ﹤0.01% 557
2019
Q2
$3K Buy
+35
New +$3K ﹤0.01% 741