Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-571
Closed -$19.4K 678
2023
Q4
$19.4K Sell
571
-3
-0.5% -$102 ﹤0.01% 697
2023
Q3
$18.3K Buy
574
+107
+23% +$3.42K ﹤0.01% 674
2023
Q2
$13.4K Sell
467
-2
-0.4% -$58 ﹤0.01% 732
2023
Q1
$13.1K Sell
469
-17
-3% -$476 ﹤0.01% 739
2022
Q4
$13.9K Buy
486
+30
+7% +$860 ﹤0.01% 750
2022
Q3
$10K Sell
456
-152
-25% -$3.33K ﹤0.01% 787
2022
Q2
$14K Sell
608
-34
-5% -$783 ﹤0.01% 719
2022
Q1
$19K Hold
642
﹤0.01% 659
2021
Q4
$18K Buy
642
+218
+51% +$6.11K ﹤0.01% 629
2021
Q3
$11K Buy
424
+124
+41% +$3.22K ﹤0.01% 743
2021
Q2
$7K Hold
300
﹤0.01% 829
2021
Q1
$7K Buy
300
+17
+6% +$397 ﹤0.01% 789
2020
Q4
$6K Sell
283
-258
-48% -$5.47K ﹤0.01% 822
2020
Q3
$8K Buy
541
+457
+544% +$6.76K ﹤0.01% 665
2020
Q2
$2K Buy
+84
New +$2K ﹤0.01% 841
2020
Q1
Sell
-13
Closed 1231
2019
Q4
$0 Buy
+13
New ﹤0.01% 1245