Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,090
Closed -$35.3K 1120
2024
Q2
$35.3K Buy
+1,090
New +$35.3K ﹤0.01% 659
2023
Q2
Sell
-1,814
Closed -$81.3K 1005
2023
Q1
$81.3K Hold
1,814
﹤0.01% 500
2022
Q4
$79.7K Sell
1,814
-144
-7% -$6.33K ﹤0.01% 493
2022
Q3
$82K Hold
1,958
﹤0.01% 496
2022
Q2
$96K Hold
1,958
﹤0.01% 478
2022
Q1
$109K Sell
1,958
-419
-18% -$23.3K ﹤0.01% 480
2021
Q4
$124K Sell
2,377
-151
-6% -$7.88K ﹤0.01% 463
2021
Q3
$127K Buy
2,528
+295
+13% +$14.8K ﹤0.01% 449
2021
Q2
$110K Hold
2,233
﹤0.01% 458
2021
Q1
$101K Hold
2,233
﹤0.01% 476
2020
Q4
$96K Sell
2,233
-370
-14% -$15.9K ﹤0.01% 483
2020
Q3
$108K Buy
2,603
+419
+19% +$17.4K ﹤0.01% 445
2020
Q2
$91K Hold
2,184
﹤0.01% 442
2020
Q1
$89K Sell
2,184
-321
-13% -$13.1K ﹤0.01% 415
2019
Q4
$116K Sell
2,505
-13
-0.5% -$602 ﹤0.01% 452
2019
Q3
$122K Buy
2,518
+271
+12% +$13.1K ﹤0.01% 456
2019
Q2
$102K Buy
+2,247
New +$102K ﹤0.01% 487