Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-651
Closed -$36.2K 882
2024
Q3
$36.2K Sell
651
-2,579
-80% -$143K ﹤0.01% 643
2024
Q2
$191K Buy
3,230
+103
+3% +$6.08K 0.01% 553
2024
Q1
$215K Buy
3,127
+229
+8% +$15.7K 0.01% 534
2023
Q4
$235K Buy
2,898
+316
+12% +$25.6K 0.01% 487
2023
Q3
$167K Buy
2,582
+78
+3% +$5.04K 0.01% 547
2023
Q2
$212K Buy
2,504
+326
+15% +$27.6K 0.01% 505
2023
Q1
$242K Buy
2,178
+119
+6% +$13.2K 0.01% 455
2022
Q4
$247K Buy
+2,059
New +$247K 0.01% 493
2022
Q1
Sell
-1,086
Closed -$238K 515
2021
Q4
$238K Buy
+1,086
New +$238K 0.01% 432
2021
Q2
Sell
-3,923
Closed -$791K 465
2021
Q1
$791K Sell
3,923
-893
-19% -$180K 0.03% 237
2020
Q4
$857K Buy
+4,816
New +$857K 0.98% 33