Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-370
Closed -$44K 251
2023
Q4
$44K Hold
370
0.02% 179
2023
Q3
$50K Hold
370
0.02% 168
2023
Q2
$51K Hold
370
0.02% 171
2023
Q1
$56K Hold
370
0.02% 166
2022
Q4
$42K Hold
370
0.02% 178
2022
Q3
$43K Hold
370
0.02% 171
2022
Q2
$55K Hold
370
0.03% 167
2022
Q1
$49K Hold
370
0.02% 180
2021
Q4
$55K Hold
370
0.02% 185
2021
Q3
$57K Hold
370
0.02% 181
2021
Q2
$75K Hold
370
0.03% 170
2021
Q1
$80K Sell
370
-40
-10% -$8.65K 0.03% 169
2020
Q4
$89K Hold
410
0.04% 158
2020
Q3
$52K Buy
+410
New +$52K 0.02% 174
2019
Q4
$52K Hold
410
0.02% 181
2019
Q3
$42K Hold
410
0.02% 186
2019
Q2
$48K Hold
410
0.02% 180
2019
Q1
$68K Hold
410
0.04% 160
2018
Q4
$70K Hold
410
0.04% 157
2018
Q3
$94K Hold
410
0.05% 157
2018
Q2
$100K Hold
410
0.06% 154
2018
Q1
$92K Hold
410
0.06% 147
2017
Q4
$96K Hold
410
0.05% 155
2017
Q3
$23.5K Hold
410
0.01% 199
2017
Q2
$73.3K Hold
410
0.05% 139
2017
Q1
$70.9K Buy
+410
New +$70.9K 0.05% 140