Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-295
Closed -$18.6K 789
2023
Q4
$18.6K Buy
295
+155
+111% +$9.77K ﹤0.01% 704
2023
Q3
$9.38K Sell
140
-30
-18% -$2.01K ﹤0.01% 876
2023
Q2
$17.7K Buy
170
+31
+22% +$3.24K ﹤0.01% 654
2023
Q1
$17K Sell
139
-2
-1% -$244 ﹤0.01% 673
2022
Q4
$17.6K Buy
141
+16
+13% +$2K ﹤0.01% 695
2022
Q3
$13K Buy
125
+9
+8% +$936 ﹤0.01% 725
2022
Q2
$12K Buy
116
+2
+2% +$207 ﹤0.01% 753
2022
Q1
$15K Buy
114
+3
+3% +$395 ﹤0.01% 716
2021
Q4
$12K Buy
111
+30
+37% +$3.24K ﹤0.01% 728
2021
Q3
$7K Buy
81
+38
+88% +$3.28K ﹤0.01% 859
2021
Q2
$5K Sell
43
-95
-69% -$11K ﹤0.01% 911
2021
Q1
$15K Hold
138
﹤0.01% 599
2020
Q4
$16K Hold
138
﹤0.01% 587
2020
Q3
$15K Hold
138
﹤0.01% 508
2020
Q2
$14K Buy
138
+3
+2% +$304 ﹤0.01% 435
2020
Q1
$11K Buy
135
+23
+21% +$1.87K ﹤0.01% 421
2019
Q4
$11K Hold
112
﹤0.01% 464
2019
Q3
$10K Buy
112
+3
+3% +$268 ﹤0.01% 446
2019
Q2
$9K Hold
109
﹤0.01% 472
2019
Q1
$8K Sell
109
-17
-13% -$1.25K ﹤0.01% 476
2018
Q4
$8K Hold
126
﹤0.01% 385
2018
Q3
$10K Hold
126
﹤0.01% 388
2018
Q2
$10K Hold
126
0.01% 367
2018
Q1
$8K Hold
126
﹤0.01% 375
2017
Q4
$10K Hold
126
0.01% 327
2017
Q3
$10K Hold
126
0.01% 296
2017
Q2
$8K Buy
126
+116
+1,160% +$7.37K 0.01% 317
2017
Q1
$1K Hold
10
﹤0.01% 498
2016
Q4
$1K Hold
10
﹤0.01% 554
2016
Q3
$0 Buy
+10
New ﹤0.01% 512