Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-44
Closed -$13.2K 271
2023
Q4
$13.2K Hold
44
﹤0.01% 385
2023
Q3
$12.6K Hold
44
﹤0.01% 377
2023
Q2
$12.3K Sell
44
-3
-6% -$842 ﹤0.01% 379
2023
Q1
$12K Sell
47
-34
-42% -$8.69K ﹤0.01% 385
2022
Q4
$26.8K Buy
81
+30
+59% +$9.94K ﹤0.01% 310
2022
Q3
$14K Hold
51
﹤0.01% 379
2022
Q2
$13K Sell
51
-4
-7% -$1.02K ﹤0.01% 402
2022
Q1
$13K Buy
55
+29
+112% +$6.86K ﹤0.01% 397
2021
Q4
$6K Buy
26
+15
+136% +$3.46K ﹤0.01% 569
2021
Q3
$2K Buy
+11
New +$2K ﹤0.01% 597
2020
Q3
Sell
-19
Closed -$4K 532
2020
Q2
$4K Hold
19
﹤0.01% 440
2020
Q1
$3K Hold
19
﹤0.01% 403
2019
Q4
$4K Sell
19
-9
-32% -$1.9K ﹤0.01% 424
2019
Q3
$4K Buy
28
+9
+47% +$1.29K ﹤0.01% 435
2019
Q2
$3K Hold
19
﹤0.01% 452
2019
Q1
$3K Buy
+19
New +$3K ﹤0.01% 445