Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-137
Closed -$8K 107
2024
Q3
$8K Buy
137
+57
+71% +$3.33K ﹤0.01% 211
2024
Q2
$4K Sell
80
-328
-80% -$16.4K ﹤0.01% 214
2024
Q1
$22K Buy
+408
New +$22K 0.01% 226
2022
Q2
Sell
-201
Closed -$14K 528
2022
Q1
$14K Sell
201
-1,152
-85% -$80.2K ﹤0.01% 606
2021
Q4
$93K Sell
1,353
-1,745
-56% -$120K 0.01% 524
2021
Q3
$193K Sell
3,098
-541
-15% -$33.7K 0.01% 468
2021
Q2
$220K Buy
3,639
+1,759
+94% +$106K 0.02% 392
2021
Q1
$112K Hold
1,880
0.01% 396
2020
Q4
$104K Buy
1,880
+562
+43% +$31.1K 0.01% 315
2020
Q3
$67K Buy
+1,318
New +$67K 0.01% 253