Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-259
Closed -$15.9K 653
2023
Q4
$15.9K Sell
259
-46
-15% -$2.83K ﹤0.01% 354
2023
Q3
$17.8K Hold
305
﹤0.01% 318
2023
Q2
$20.4K Hold
305
﹤0.01% 301
2023
Q1
$23.2K Sell
305
-40
-12% -$3.04K ﹤0.01% 289
2022
Q4
$24.6K Hold
345
﹤0.01% 316
2022
Q3
$30K Sell
345
-16
-4% -$1.39K 0.01% 285
2022
Q2
$25K Buy
361
+136
+60% +$9.42K ﹤0.01% 309
2022
Q1
$26K Sell
225
-46
-17% -$5.32K ﹤0.01% 304
2021
Q4
$51K Buy
271
+46
+20% +$8.66K 0.01% 255
2021
Q3
$59K Sell
225
-11
-5% -$2.88K 0.01% 212
2021
Q2
$69K Buy
236
+36
+18% +$10.5K 0.01% 208
2021
Q1
$49K Hold
200
0.01% 234
2020
Q4
$47K Hold
200
0.01% 216
2020
Q3
$39K Hold
200
0.01% 259
2020
Q2
$35K Buy
+200
New +$35K 0.01% 235
2018
Q3
Sell
-63
Closed -$5K 656
2018
Q2
$5K Sell
63
-33
-34% -$2.62K ﹤0.01% 617
2018
Q1
$7K Buy
+96
New +$7K ﹤0.01% 574
2017
Q3
Sell
-52
Closed -$3K 521
2017
Q2
$3K Buy
+52
New +$3K ﹤0.01% 445