Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5
Closed -$367 270
2024
Q1
$367 Hold
5
﹤0.01% 199
2023
Q4
$388 Hold
5
﹤0.01% 215
2023
Q3
$434 Hold
5
﹤0.01% 223
2023
Q2
$417 Hold
5
﹤0.01% 224
2023
Q1
$511 Hold
5
﹤0.01% 217
2022
Q4
$440 Hold
5
﹤0.01% 216
2022
Q3
$0 Sell
5
-6
-55% ﹤0.01% 223
2022
Q2
$1K Buy
+11
New +$1K ﹤0.01% 230
2021
Q4
Sell
-996
Closed -$147K 205
2021
Q3
$147K Buy
996
+22
+2% +$3.25K 0.05% 80
2021
Q2
$221K Buy
974
+900
+1,216% +$204K 0.08% 62
2021
Q1
$17K Hold
74
0.01% 133
2020
Q4
$17K Hold
74
0.01% 132
2020
Q3
$22K Hold
74
0.01% 117
2020
Q2
$16K Sell
74
-39
-35% -$8.43K 0.01% 124
2020
Q1
$22K Buy
113
+27
+31% +$5.26K 0.02% 113
2019
Q4
$18K Buy
+86
New +$18K 0.01% 138