Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-730
Closed -$24.8K 500
2024
Q1
$24.8K Hold
730
0.01% 221
2023
Q4
$28.7K Sell
730
-112
-13% -$4.41K 0.01% 203
2023
Q3
$32.1K Hold
842
0.01% 180
2023
Q2
$38.4K Hold
842
0.01% 178
2023
Q1
$37.7K Hold
842
0.01% 164
2022
Q4
$37K Hold
842
0.01% 163
2022
Q3
$35K Hold
842
0.01% 156
2022
Q2
$41K Hold
842
0.01% 143
2022
Q1
$47K Hold
842
0.01% 144
2021
Q4
$44K Hold
842
0.01% 146
2021
Q3
$43K Hold
842
0.02% 133
2021
Q2
$42K Hold
842
0.02% 134
2021
Q1
$39K Hold
842
0.01% 129
2020
Q4
$37K Hold
842
0.02% 123
2020
Q3
$35K Hold
842
0.02% 121
2020
Q2
$36K Sell
842
-28
-3% -$1.2K 0.02% 121
2020
Q1
$36K Hold
870
0.02% 110
2019
Q4
$41K Buy
+870
New +$41K 0.03% 117