Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-24
Closed -$2.07K 595
2024
Q1
$2.07K Hold
24
﹤0.01% 466
2023
Q4
$1.66K Sell
24
-13
-35% -$899 ﹤0.01% 481
2023
Q3
$2.03K Sell
37
-26
-41% -$1.42K ﹤0.01% 453
2023
Q2
$3.51K Hold
63
﹤0.01% 398
2023
Q1
$3.21K Hold
63
﹤0.01% 456
2022
Q4
$2.51K Hold
63
﹤0.01% 413
2022
Q3
$2K Sell
63
-60
-49% -$1.91K ﹤0.01% 419
2022
Q2
$4K Hold
123
﹤0.01% 366
2022
Q1
$5K Sell
123
-21
-15% -$854 ﹤0.01% 359
2021
Q4
$8K Sell
144
-9
-6% -$500 0.01% 287
2021
Q3
$7K Sell
153
-15
-9% -$686 0.01% 296
2021
Q2
$9K Hold
168
0.01% 265
2021
Q1
$8K Sell
168
-18
-10% -$857 0.01% 265
2020
Q4
$8K Hold
186
0.01% 262
2020
Q3
$7K Buy
186
+30
+19% +$1.13K 0.01% 267
2020
Q2
$5K Buy
156
+34
+28% +$1.09K 0.01% 307
2020
Q1
$3K Sell
122
-46
-27% -$1.13K ﹤0.01% 262
2019
Q4
$6K Buy
+168
New +$6K 0.01% 265