Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-127
Closed -$15.4K 249
2023
Q4
$15.4K Buy
127
+42
+49% +$5.1K ﹤0.01% 763
2023
Q3
$10.1K Hold
85
﹤0.01% 853
2023
Q2
$11.2K Hold
85
﹤0.01% 783
2023
Q1
$11.5K Hold
85
﹤0.01% 782
2022
Q4
$11.8K Hold
85
﹤0.01% 785
2022
Q3
$8K Buy
85
+57
+204% +$5.37K ﹤0.01% 851
2022
Q2
$3K Buy
28
+3
+12% +$321 ﹤0.01% 1109
2022
Q1
$4K Hold
25
﹤0.01% 1037
2021
Q4
$3K Hold
25
﹤0.01% 1068
2021
Q3
$3K Sell
25
-1
-4% -$120 ﹤0.01% 1048
2021
Q2
$3K Buy
26
+1
+4% +$115 ﹤0.01% 1024
2021
Q1
$4K Hold
25
﹤0.01% 901
2020
Q4
$3K Hold
25
﹤0.01% 944
2020
Q3
$2K Hold
25
﹤0.01% 950
2020
Q2
$1K Sell
25
-19
-43% -$760 ﹤0.01% 945
2020
Q1
$2K Buy
44
+17
+63% +$773 ﹤0.01% 663
2019
Q4
$2K Hold
27
﹤0.01% 720
2019
Q3
$2K Sell
27
-1
-4% -$74 ﹤0.01% 662
2019
Q2
$2K Buy
28
+1
+4% +$71 ﹤0.01% 686
2019
Q1
$2K Buy
+27
New +$2K ﹤0.01% 665
2018
Q4
Sell
-5
Closed 757
2018
Q3
$0 Buy
+5
New ﹤0.01% 800