Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-504
Closed -$18.2K 194
2024
Q2
$18.2K Buy
504
+4
+0.8% +$145 0.01% 342
2024
Q1
$18.8K Hold
500
0.01% 338
2023
Q4
$17.7K Buy
500
+5
+1% +$177 0.01% 325
2023
Q3
$19.2K Sell
495
-263
-35% -$10.2K 0.01% 287
2023
Q2
$26.8K Buy
758
+8
+1% +$282 0.01% 254
2023
Q1
$28.5K Sell
750
-48
-6% -$1.82K 0.01% 244
2022
Q4
$27.9K Buy
798
+4
+0.5% +$140 0.01% 231
2022
Q3
$22.7K Buy
794
+5
+0.6% +$143 0.01% 243
2022
Q2
$22.4K Buy
789
+416
+112% +$11.8K 0.01% 245
2022
Q1
$11K Sell
373
-2
-0.5% -$59 ﹤0.01% 328
2021
Q4
$10K Hold
375
﹤0.01% 344
2021
Q3
$10.3K Sell
375
-9,540
-96% -$261K 0.01% 327
2021
Q2
$375K Buy
9,915
+9,540
+2,544% +$361K 0.01% 218
2021
Q1
$9.14K Hold
375
0.01% 315
2020
Q4
$7.7K Hold
375
0.01% 313
2020
Q3
$6.55K Hold
375
﹤0.01% 298
2020
Q2
$8.75K Hold
375
0.01% 265
2020
Q1
$9.15K Sell
375
-64
-15% -$1.56K 0.01% 221
2019
Q4
$16.6K Hold
439
0.01% 184
2019
Q3
$16.7K Buy
439
+41
+10% +$1.56K 0.02% 169
2019
Q2
$16.3K Hold
398
0.01% 171
2019
Q1
$17.1K Buy
+398
New +$17.1K 0.02% 162