Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-202
Closed -$65.4K 466
2023
Q4
$65.4K Hold
202
0.01% 390
2023
Q3
$63.4K Hold
202
0.01% 365
2023
Q2
$68.9K Buy
202
+2
+1% +$682 0.01% 334
2023
Q1
$59.3K Hold
200
0.01% 370
2022
Q4
$60.1K Hold
200
0.01% 380
2022
Q3
$52K Hold
200
0.01% 375
2022
Q2
$56K Sell
200
-34
-15% -$9.52K 0.01% 364
2022
Q1
$70K Buy
234
+34
+17% +$10.2K 0.01% 326
2021
Q4
$54K Hold
200
0.01% 354
2021
Q3
$52K Hold
200
0.01% 350
2021
Q2
$51K Hold
200
0.01% 349
2021
Q1
$49K Hold
200
0.01% 329
2020
Q4
$50K Hold
200
0.01% 337
2020
Q3
$43K Hold
200
0.01% 321
2020
Q2
$43K Hold
200
0.01% 269
2020
Q1
$42K Hold
200
0.02% 250
2019
Q4
$50K Hold
200
0.02% 257
2019
Q3
$46K Hold
200
0.02% 250
2019
Q2
$41K Buy
+200
New +$41K 0.02% 273