Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-504
Closed -$68.6K 147
2023
Q4
$68.6K Sell
504
-8
-2% -$1.09K 0.01% 203
2023
Q3
$70.3K Hold
512
0.01% 186
2023
Q2
$65.6K Hold
512
0.01% 198
2023
Q1
$63.7K Sell
512
-2
-0.4% -$249 0.01% 213
2022
Q4
$43.9K Hold
514
0.01% 263
2022
Q3
$54K Hold
514
0.01% 243
2022
Q2
$46K Buy
514
+42
+9% +$3.76K 0.01% 251
2022
Q1
$81K Buy
472
+100
+27% +$17.2K 0.01% 202
2021
Q4
$62K Buy
372
+100
+37% +$16.7K 0.01% 229
2021
Q3
$46K Hold
272
0.01% 234
2021
Q2
$42K Hold
272
0.01% 243
2021
Q1
$51K Buy
272
+100
+58% +$18.8K 0.01% 230
2020
Q4
$25K Buy
+172
New +$25K 0.01% 262