Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,100
Closed -$25.8K 522
2024
Q3
$25.8K Buy
+1,100
New +$25.8K ﹤0.01% 253
2023
Q3
Sell
-1,000
Closed -$33.4K 462
2023
Q2
$33.4K Hold
1,000
0.01% 191
2023
Q1
$32.7K Sell
1,000
-568
-36% -$18.6K 0.01% 175
2022
Q4
$41.4K Buy
1,568
+464
+42% +$12.3K 0.01% 154
2022
Q3
$28K Sell
1,104
-21
-2% -$533 0.01% 172
2022
Q2
$42K Buy
1,125
+15
+1% +$560 0.01% 141
2022
Q1
$55K Sell
1,110
-200
-15% -$9.91K 0.02% 128
2021
Q4
$67K Buy
1,310
+1,000
+323% +$51.1K 0.02% 114
2021
Q3
$17K Hold
310
0.01% 212
2021
Q2
$18K Sell
310
-80
-21% -$4.65K 0.01% 200
2021
Q1
$25K Hold
390
0.01% 164
2020
Q4
$20K Buy
390
+110
+39% +$5.64K 0.01% 162
2020
Q3
$15K Sell
280
-88
-24% -$4.71K 0.01% 183
2020
Q2
$23K Hold
368
0.01% 149
2020
Q1
$20K Hold
368
0.01% 150
2019
Q4
$23K Buy
+368
New +$23K 0.02% 163