Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-342
Closed -$56K 206
2024
Q3
$56K Sell
342
-13
-4% -$2.13K 0.03% 121
2024
Q2
$52K Hold
355
0.02% 124
2024
Q1
$47K Sell
355
-23
-6% -$3.05K 0.02% 144
2023
Q4
$41K Hold
378
0.02% 155
2023
Q3
$35K Sell
378
-164
-30% -$15.2K 0.02% 149
2023
Q2
$48K Sell
542
-663
-55% -$58.7K 0.03% 117
2023
Q1
$111K Sell
1,205
-47
-4% -$4.33K 0.07% 70
2022
Q4
$132K Buy
+1,252
New +$132K 0.07% 93
2020
Q3
$160K Buy
1,790
+19
+1% +$1.7K 0.23% 125
2020
Q2
$166K Buy
1,771
+70
+4% +$6.56K 0.18% 122
2020
Q1
$156K Buy
+1,701
New +$156K 0.24% 109