Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,099
Closed -$1.96K 6337
2024
Q3
$1.96K Hold
1,099
﹤0.01% 5560
2024
Q2
$1.84K Buy
1,099
+1
+0.1% +$2 ﹤0.01% 5521
2024
Q1
$1.67K Sell
1,098
-3,276
-75% -$4.98K ﹤0.01% 5585
2023
Q4
$4.46K Buy
4,374
+2
+0% +$2 ﹤0.01% 5550
2023
Q3
$5.19K Hold
4,372
﹤0.01% 5429
2023
Q2
$5.12K Sell
4,372
-2
-0% -$2 ﹤0.01% 5273
2023
Q1
$5K Hold
4,374
﹤0.01% 5379
2022
Q4
$6K Buy
4,374
+199
+5% +$273 ﹤0.01% 5180
2022
Q3
$10K Buy
+4,175
New +$10K ﹤0.01% 5064
2022
Q2
Sell
-3,933
Closed -$10K 5599
2022
Q1
$10K Buy
3,933
+1,139
+41% +$2.9K ﹤0.01% 5387
2021
Q4
$9K Buy
2,794
+238
+9% +$767 ﹤0.01% 5447
2021
Q3
$10K Sell
2,556
-177
-6% -$692 ﹤0.01% 5234
2021
Q2
$15K Buy
+2,733
New +$15K ﹤0.01% 5157