Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-121
Closed -$5.8K 305
2023
Q4
$5.8K Buy
121
+79
+188% +$3.79K ﹤0.01% 517
2023
Q3
$2.15K Hold
42
﹤0.01% 667
2023
Q2
$2.41K Hold
42
﹤0.01% 628
2023
Q1
$2.53K Sell
42
-12
-22% -$724 ﹤0.01% 629
2022
Q4
$3.17K Hold
54
﹤0.01% 610
2022
Q3
$3K Hold
54
﹤0.01% 612
2022
Q2
$3K Buy
54
+12
+29% +$667 ﹤0.01% 618
2022
Q1
$2K Hold
42
﹤0.01% 629
2021
Q4
$2K Hold
42
﹤0.01% 718
2021
Q3
$2K Hold
42
﹤0.01% 601
2021
Q2
$2K Hold
42
﹤0.01% 555
2021
Q1
$2K Buy
+42
New +$2K ﹤0.01% 457
2020
Q3
Sell
-21
Closed -$1K 533
2020
Q2
$1K Hold
21
﹤0.01% 504
2020
Q1
$0 Hold
21
﹤0.01% 485
2019
Q4
$1K Sell
21
-96
-82% -$4.57K ﹤0.01% 480
2019
Q3
$3K Buy
+117
New +$3K ﹤0.01% 447