Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-91
Closed -$5.24K 670
2024
Q2
$5.24K Buy
+91
New +$5.24K ﹤0.01% 855
2024
Q1
Sell
-11
Closed -$694 1438
2023
Q4
$694 Hold
11
﹤0.01% 1521
2023
Q3
$737 Buy
11
+5
+83% +$335 ﹤0.01% 1464
2023
Q2
$626 Buy
+6
New +$626 ﹤0.01% 1494
2023
Q1
Sell
-38
Closed -$4.74K 1558
2022
Q4
$4.74K Buy
+38
New +$4.74K ﹤0.01% 941
2018
Q2
Sell
-7
Closed 1039
2018
Q1
$0 Hold
7
﹤0.01% 1068
2017
Q4
$1K Buy
+7
New +$1K ﹤0.01% 896
2017
Q2
Sell
-3
Closed 827
2017
Q1
$0 Hold
3
﹤0.01% 784
2016
Q4
$0 Buy
+3
New ﹤0.01% 745