Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-33
Closed -$15.1K 464
2023
Q4
$15.1K Buy
33
+5
+18% +$2.29K ﹤0.01% 361
2023
Q3
$13.6K Buy
28
+10
+56% +$4.87K ﹤0.01% 360
2023
Q2
$8.07K Hold
18
﹤0.01% 443
2023
Q1
$8.76K Sell
18
-17
-49% -$8.27K ﹤0.01% 443
2022
Q4
$17.9K Buy
35
+20
+133% +$10.2K ﹤0.01% 361
2022
Q3
$7K Hold
15
﹤0.01% 494
2022
Q2
$7K Buy
15
+11
+275% +$5.13K ﹤0.01% 502
2022
Q1
$2K Sell
4
-21
-84% -$10.5K ﹤0.01% 650
2021
Q4
$12K Buy
+25
New +$12K ﹤0.01% 464
2020
Q2
Sell
-11
Closed -$3K 530
2020
Q1
$3K Hold
11
﹤0.01% 411
2019
Q4
$4K Hold
11
﹤0.01% 428
2019
Q3
$3K Hold
11
﹤0.01% 451
2019
Q2
$3K Hold
11
﹤0.01% 459
2019
Q1
$3K Hold
11
﹤0.01% 449
2018
Q4
$3K Hold
11
﹤0.01% 392
2018
Q3
$4K Hold
11
﹤0.01% 418
2018
Q2
$3K Hold
11
﹤0.01% 688
2018
Q1
$3K Hold
11
﹤0.01% 669
2017
Q4
$3K Hold
11
﹤0.01% 442
2017
Q3
$3K Hold
11
﹤0.01% 438
2017
Q2
$3K Buy
+11
New +$3K ﹤0.01% 439