Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-100
Closed -$31.9K 397
2024
Q3
$31.9K Hold
100
0.01% 205
2024
Q2
$32.2K Hold
100
0.01% 204
2024
Q1
$34.7K Hold
100
0.01% 196
2023
Q4
$36.3K Hold
100
0.02% 189
2023
Q3
$29.8K Hold
100
0.01% 202
2023
Q2
$33K Sell
100
-55
-35% -$18.2K 0.02% 197
2023
Q1
$51.6K Hold
155
0.02% 181
2022
Q4
$37.4K Hold
155
0.02% 203
2022
Q3
$34K Hold
155
0.02% 214
2022
Q2
$37K Hold
155
0.02% 213
2022
Q1
$49K Hold
155
0.02% 205
2021
Q4
$62K Hold
155
0.03% 151
2021
Q3
$53K Hold
155
0.02% 199
2021
Q2
$54K Hold
155
0.02% 198
2021
Q1
$53K Hold
155
0.02% 188
2020
Q4
$56K Buy
155
+55
+55% +$19.9K 0.03% 174
2020
Q3
$33K Hold
100
0.02% 165
2020
Q2
$29K Hold
100
0.02% 165
2020
Q1
$23K Hold
100
0.02% 169
2019
Q4
$26K Hold
100
0.01% 178
2019
Q3
$22K Hold
100
0.01% 186
2019
Q2
$20K Hold
100
0.01% 187
2019
Q1
$18K Hold
100
0.01% 186
2018
Q4
$14K Buy
+100
New +$14K 0.01% 188