Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-120
Closed -$14.3K 997
2023
Q4
$14.3K Hold
120
﹤0.01% 781
2023
Q3
$11.7K Hold
120
﹤0.01% 810
2023
Q2
$11.2K Hold
120
﹤0.01% 782
2023
Q1
$10.4K Hold
120
﹤0.01% 806
2022
Q4
$9.73K Sell
120
-3
-2% -$243 ﹤0.01% 830
2022
Q3
$8K Hold
123
﹤0.01% 865
2022
Q2
$8K Buy
123
+3
+3% +$195 ﹤0.01% 871
2022
Q1
$9K Sell
120
-31
-21% -$2.33K ﹤0.01% 861
2021
Q4
$15K Hold
151
﹤0.01% 686
2021
Q3
$13K Hold
151
﹤0.01% 701
2021
Q2
$14K Hold
151
﹤0.01% 667
2021
Q1
$14K Hold
151
﹤0.01% 630
2020
Q4
$12K Hold
151
﹤0.01% 673
2020
Q3
$9K Hold
151
﹤0.01% 648
2020
Q2
$9K Hold
151
﹤0.01% 517
2020
Q1
$7K Sell
151
-3
-2% -$139 ﹤0.01% 479
2019
Q4
$11K Buy
154
+3
+2% +$214 ﹤0.01% 466
2019
Q3
$9K Hold
151
﹤0.01% 460
2019
Q2
$10K Hold
151
﹤0.01% 457
2019
Q1
$9K Buy
+151
New +$9K ﹤0.01% 461