Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,725
Closed -$60K 1385
2024
Q3
$60K Hold
1,725
0.01% 453
2024
Q2
$55.9K Hold
1,725
0.01% 447
2024
Q1
$58.7K Hold
1,725
0.02% 411
2023
Q4
$67.9K Hold
1,725
0.02% 376
2023
Q3
$65.8K Hold
1,725
0.02% 357
2023
Q2
$78.6K Sell
1,725
-226
-12% -$10.3K 0.03% 340
2023
Q1
$87.4K Hold
1,951
0.03% 315
2022
Q4
$81.8K Hold
1,951
0.04% 281
2022
Q3
$82K Hold
1,951
0.04% 282
2022
Q2
$97K Hold
1,951
0.05% 244
2022
Q1
$108K Hold
1,951
0.05% 237
2021
Q4
$102K Hold
1,951
0.05% 232
2021
Q3
$98K Hold
1,951
0.06% 228
2021
Q2
$97K Hold
1,951
0.05% 234
2021
Q1
$88K Hold
1,951
0.06% 205
2020
Q4
$84K Buy
+1,951
New +$84K 0.06% 194
2020
Q2
Sell
-1,951
Closed -$76K 138
2020
Q1
$76K Buy
+1,951
New +$76K 0.08% 182