Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-109
Closed -$22K 317
2024
Q2
$22K Buy
+109
New +$22K ﹤0.01% 268
2023
Q4
Sell
-517
Closed -$66.9K 427
2023
Q3
$66.9K Hold
517
0.02% 199
2023
Q2
$70.7K Sell
517
-69
-12% -$9.44K 0.02% 277
2023
Q1
$74.2K Sell
586
-7
-1% -$886 0.02% 291
2022
Q4
$61.2K Buy
593
+68
+13% +$7.02K 0.02% 295
2022
Q3
$42.7K Sell
525
-137
-21% -$11.1K 0.02% 284
2022
Q2
$60.1K Sell
662
-786
-54% -$71.3K 0.02% 262
2022
Q1
$161K Sell
1,448
-329
-19% -$36.5K 0.05% 210
2021
Q4
$249K Buy
1,777
+170
+11% +$23.8K 0.07% 183
2021
Q3
$217K Buy
1,607
+367
+30% +$49.6K 0.06% 204
2021
Q2
$174K Buy
1,240
+187
+18% +$26.3K 0.07% 178
2021
Q1
$129K Buy
1,053
+292
+38% +$35.9K 0.05% 208
2020
Q4
$99.4K Buy
761
+314
+70% +$41K 0.04% 206
2020
Q3
$69.6K Buy
447
+94
+27% +$14.6K 0.03% 199
2020
Q2
$49.4K Buy
+353
New +$49.4K 0.03% 208