Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-376
Closed -$5.13K 233
2024
Q1
$5.13K Hold
376
﹤0.01% 181
2023
Q4
$4.4K Hold
376
﹤0.01% 207
2023
Q3
$4.67K Hold
376
﹤0.01% 185
2023
Q2
$5.69K Hold
376
﹤0.01% 212
2023
Q1
$4.74K Hold
376
﹤0.01% 154
2022
Q4
$4.37K Hold
376
﹤0.01% 159
2022
Q3
$4.21K Sell
376
-1,022
-73% -$11.4K ﹤0.01% 169
2022
Q2
$15.6K Hold
1,398
0.01% 136
2022
Q1
$23.6K Hold
1,398
0.01% 131
2021
Q4
$29K Hold
1,398
0.01% 117
2021
Q3
$19.8K Hold
1,398
0.01% 115
2021
Q2
$20.8K Sell
1,398
-2,000
-59% -$29.7K 0.01% 98
2021
Q1
$41.6K Sell
3,398
-1,097
-24% -$13.4K 0.02% 63
2020
Q4
$39.5K Buy
4,495
+376
+9% +$3.31K 0.02% 60
2020
Q3
$27.4K Hold
4,119
0.02% 63
2020
Q2
$25K Buy
4,119
+2,000
+94% +$12.2K 0.02% 65
2020
Q1
$10.2K Buy
2,119
+1,022
+93% +$4.94K 0.01% 83
2019
Q4
$10.2K Buy
+1,097
New +$10.2K 0.01% 123