Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-341
Closed -$17K 719
2023
Q4
$17K Sell
341
-75
-18% -$3.73K ﹤0.01% 346
2023
Q3
$22.3K Buy
416
+75
+22% +$4.02K ﹤0.01% 289
2023
Q2
$18.4K Hold
341
﹤0.01% 315
2023
Q1
$18.6K Hold
341
﹤0.01% 321
2022
Q4
$16.5K Hold
341
﹤0.01% 381
2022
Q3
$13K Hold
341
﹤0.01% 399
2022
Q2
$17K Hold
341
﹤0.01% 362
2022
Q1
$18K Hold
341
﹤0.01% 359
2021
Q4
$17K Hold
341
﹤0.01% 401
2021
Q3
$16K Hold
341
﹤0.01% 365
2021
Q2
$18K Hold
341
﹤0.01% 343
2021
Q1
$17K Hold
341
﹤0.01% 324
2020
Q4
$17K Buy
+341
New +$17K ﹤0.01% 312
2020
Q3
Sell
-45
Closed -$2K 567
2020
Q2
$2K Hold
45
﹤0.01% 496
2020
Q1
$2K Hold
45
﹤0.01% 448
2019
Q4
$2K Hold
45
﹤0.01% 473
2019
Q3
$2K Hold
45
﹤0.01% 488
2019
Q2
$2K Hold
45
﹤0.01% 497
2019
Q1
$2K Buy
+45
New +$2K ﹤0.01% 490
2018
Q3
Sell
-198
Closed -$8K 683
2018
Q2
$8K Hold
198
﹤0.01% 538
2018
Q1
$8K Buy
+198
New +$8K ﹤0.01% 544