Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-95
Closed -$22.6K 427
2023
Q4
$22.6K Hold
95
﹤0.01% 306
2023
Q3
$18.8K Hold
95
﹤0.01% 308
2023
Q2
$17.1K Hold
95
﹤0.01% 328
2023
Q1
$15.6K Hold
95
﹤0.01% 350
2022
Q4
$16K Buy
95
+14
+17% +$2.35K ﹤0.01% 390
2022
Q3
$15K Buy
81
+8
+11% +$1.48K ﹤0.01% 367
2022
Q2
$13K Hold
73
﹤0.01% 405
2022
Q1
$19K Hold
73
﹤0.01% 345
2021
Q4
$23K Buy
73
+65
+813% +$20.5K ﹤0.01% 348
2021
Q3
$2K Hold
8
﹤0.01% 618
2021
Q2
$2K Buy
+8
New +$2K ﹤0.01% 574
2020
Q4
Sell
-325
Closed -$58K 504
2020
Q3
$58K Buy
+325
New +$58K 0.02% 212