Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-40
Closed -$9.99K 68
2024
Q2
$9.99K Buy
+40
New +$9.99K ﹤0.01% 85
2023
Q4
$17.1K Sell
74
-9
-11% -$2.08K 0.01% 79
2023
Q3
$18.4K Hold
83
0.01% 80
2023
Q2
$17.8K Buy
83
+38
+84% +$8.13K 0.01% 83
2023
Q1
$10.1K Hold
45
0.01% 77
2022
Q4
$11K Sell
45
-14
-24% -$3.42K 0.01% 81
2022
Q3
$13K Buy
+59
New +$13K 0.01% 74
2022
Q1
$406K Sell
1,562
-1,679
-52% -$436K 0.2% 52
2021
Q4
$945K Buy
+3,241
New +$945K 0.41% 42
2021
Q2
$11K Sell
45
-2
-4% -$489 ﹤0.01% 102
2021
Q1
$9K Sell
47
-2,315
-98% -$443K ﹤0.01% 78
2020
Q4
$465K Buy
2,362
+116
+5% +$22.8K 0.24% 49
2020
Q3
$429K Sell
2,246
-432
-16% -$82.5K 0.38% 42
2020
Q2
$420K Buy
+2,678
New +$420K 0.34% 42
2019
Q4
$638K Buy
+4,691
New +$638K 0.52% 39